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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 | $38,345 | $77,817-50.7% | $123,553-69.0% | $64,173-40.2% |
| Participation rate | 38.0% | 74.7%-36.7pp | 82.3%-44.3pp | 69.6%-31.6pp |
| Annual return | -2.68% | 12.49%-15.2pp | 119.21%-121.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,663 | $5,240+8.1% | $6,426-11.9% | $3,470+63.2% |
| Admin fee / account holder | $6,965 | $5,519+26.2% | $9,284-25.0% | $4,887+42.5% |