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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 | $120,836 | $59,813+102.0% | $79,580+51.8% | $68,486+76.4% |
| Participation rate | 56.4% | 61.1%-4.7pp | 69.5%-13.1pp | 67.9%-11.5pp |
| Annual return | -17.20% | -12.30%-4.9pp | 0.15%-17.4pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,064 | $3,024-31.7% | $3,985-48.2% | $4,028-48.7% |
| Admin fee / account holder | $646 | $4,835-86.6% | $6,835-90.6% | $5,404-88.1% |