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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 | $40,543 | $71,878-43.6% | $86,698-53.2% | $68,486-40.8% |
| Participation rate | 48.1% | 72.2%-24.1pp | 76.6%-28.4pp | 67.9%-19.7pp |
| Annual return | -16.20% | 3.53%-19.7pp | 35.95%-52.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,899 | $3,779-49.7% | $4,656-59.2% | $4,028-52.8% |
| Admin fee / account holder | $7,373 | $6,113+20.6% | $7,493-1.6% | $5,404+36.4% |