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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,837 | $45,872+108.9% | $77,081+24.3% | $68,495+39.9% |
| Participation rate | 32.3% | 55.9%-23.7pp | 67.9%-35.7pp | 67.9%-35.6pp |
| Annual return | -15.86% | 1.73%-17.6pp | 42.33%-58.2pp | -7.84%-8.0pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,491 | $2,963-15.9% | $4,428-43.7% | $4,028-38.2% |
| Admin fee / account holder | $12,710 | $3,041+317.9% | $5,427+134.2% | $5,403+135.2% |