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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 | $65,179 | $48,267+35.0% | $68,808-5.3% | $68,486-4.8% |
| Participation rate | 40.3% | 60.7%-20.4pp | 69.0%-28.7pp | 67.9%-27.6pp |
| Annual return | -13.13% | -12.70%-0.4pp | -6.37%-6.8pp | -7.85%-5.3pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,487 | $2,867+21.6% | $3,942-11.5% | $4,028-13.4% |
| Admin fee / account holder | $20,868 | $4,362+378.4% | $4,936+322.8% | $5,404+286.2% |