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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 | $42,860 | $42,383+1.1% | $76,523-44.0% | $64,181-33.2% |
| Participation rate | 48.0% | 58.1%-10.1pp | 68.0%-20.0pp | 69.6%-21.6pp |
| Annual return | -4.04% | -16.54%+12.5pp | -0.27%-3.8pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,176 | $2,566-15.2% | $3,835-43.3% | $3,470-37.3% |
| Admin fee / account holder | $9,975 | $3,198+211.9% | $4,848+105.8% | $4,887+104.1% |