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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 | $62,345 | $100,792-38.1% | $86,691-28.1% | $134,509-53.6% |
| Participation rate | 52.9% | 78.9%-26.0pp | 76.6%-23.6pp | 81.2%-28.3pp |
| Annual return | -14.48% | 29.08%-43.6pp | 35.94%-50.4pp | 418.13%-432.6pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,227 | $5,339-2.1% | $4,656+12.3% | $6,400-18.3% |
| Admin fee / account holder | $8,030 | $10,924-26.5% | $7,492+7.2% | $11,427-29.7% |