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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 | $116,640 | $73,848+57.9% | $143,799-18.9% | $68,486+70.3% |
| Participation rate | 56.7% | 66.7%-10.0pp | 80.3%-23.6pp | 67.9%-11.2pp |
| Annual return | -17.34% | 0.91%-18.2pp | -0.04%-17.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,292 | $3,385+26.8% | $5,638-23.9% | $4,028+6.6% |
| Admin fee / account holder | $2,979 | $5,755-48.2% | $14,677-79.7% | $5,404-44.9% |