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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 | $46,170 | $45,872+0.6% | $77,081-40.1% | $68,495-32.6% |
| Participation rate | 59.0% | 55.9%+3.1pp | 67.9%-8.9pp | 67.9%-8.9pp |
| Annual return | -12.15% | 1.73%-13.9pp | 42.33%-54.5pp | -7.84%-4.3pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,237 | $2,963+144.3% | $4,428+63.4% | $4,028+79.7% |
| Admin fee / account holder | $2,309 | $3,041-24.1% | $5,427-57.5% | $5,403-57.3% |