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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 | $54,263 | $42,917+26.4% | $60,899-10.9% | $68,495-20.8% |
| Participation rate | 33.3% | 66.8%-33.4pp | 73.1%-39.8pp | 67.9%-34.6pp |
| Annual return | -14.97% | -13.99%-1.0pp | 16.92%-31.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,192 | $2,867-23.5% | $3,817-42.6% | $4,028-45.6% |
| Admin fee / account holder | $1,859 | $3,102-40.1% | $3,225-42.4% | $5,403-65.6% |