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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 | $75,297 | $50,947+47.8% | $74,549+1.0% | $64,173+17.3% |
| Participation rate | 43.8% | 61.1%-17.3pp | 69.1%-25.4pp | 69.6%-25.8pp |
| Annual return | -6.67% | -1.85%-4.8pp | 32.53%-39.2pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,842 | $2,302-20.0% | $3,108-40.7% | $3,470-46.9% |
| Admin fee / account holder | $5,158 | $4,221+22.2% | $5,059+2.0% | $4,887+5.5% |