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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 | $35,785 | $64,176-44.2% | $112,263-68.1% | $66,949-46.5% |
| Participation rate | 60.0% | 68.4%-8.4pp | 75.1%-15.1pp | 69.8%-9.8pp |
| Annual return | -14.95% | -13.80%-1.2pp | 27.49%-42.4pp | 1.57%-16.5pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,439 | $3,694-34.0% | $4,729-48.4% | $4,239-42.5% |
| Admin fee / account holder | $2,535 | $626+305.1% | $6,410-60.5% | $594+327.1% |