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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 | $50,029 | $71,878-30.4% | $86,698-42.3% | $68,486-27.0% |
| Participation rate | 67.4% | 72.2%-4.9pp | 76.6%-9.2pp | 67.9%-0.5pp |
| Annual return | -16.58% | 3.53%-20.1pp | 35.95%-52.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,674 | $3,779-2.8% | $4,656-21.1% | $4,028-8.8% |
| Admin fee / account holder | $5,332 | $6,113-12.8% | $7,493-28.8% | $5,404-1.3% |