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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 | $57,463 | $45,872+25.3% | $77,081-25.5% | $68,495-16.1% |
| Participation rate | 44.0% | 55.9%-11.9pp | 67.9%-23.9pp | 67.9%-23.9pp |
| Annual return | -17.35% | 1.73%-19.1pp | 42.33%-59.7pp | -7.84%-9.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,261 | $2,963-23.7% | $4,428-48.9% | $4,028-43.9% |
| Admin fee / account holder | $4,637 | $3,041+52.5% | $5,427-14.6% | $5,403-14.2% |