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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 | $50,098 | $42,910+16.8% | $60,919-17.8% | $68,490-26.9% |
| Participation rate | 58.7% | 66.8%-8.1pp | 73.1%-14.4pp | 67.9%-9.2pp |
| Annual return | -10.39% | -13.99%+3.6pp | 16.96%-27.4pp | -7.85%-2.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,207 | $2,866+11.9% | $3,814-15.9% | $4,028-20.4% |
| Admin fee / account holder | $1,405 | $3,104-54.7% | $3,228-56.5% | $5,403-74.0% |