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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 | $80,533 | $50,947+58.1% | $74,551+8.0% | $64,173+25.5% |
| Participation rate | 44.0% | 61.1%-17.1pp | 69.1%-25.1pp | 69.6%-25.6pp |
| Annual return | -3.29% | -1.85%-1.4pp | 32.53%-35.8pp | 7.63%-10.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,400 | $2,302+4.3% | $3,108-22.8% | $3,470-30.8% |
| Admin fee / account holder | $6,727 | $4,221+59.4% | $5,059+33.0% | $4,887+37.6% |