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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 | $35,041 | $45,872-23.6% | $77,096-54.5% | $68,486-48.8% |
| Participation rate | 40.4% | 55.9%-15.5pp | 67.9%-27.5pp | 67.9%-27.5pp |
| Annual return | -14.40% | 1.73%-16.1pp | 42.35%-56.8pp | -7.85%-6.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,957 | $2,963+101.1% | $4,429+34.5% | $4,028+47.9% |
| Admin fee / account holder | $1,289 | $3,041-57.6% | $5,428-76.3% | $5,404-76.1% |