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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 | $36,652 | $45,872-20.1% | $77,096-52.5% | $68,486-46.5% |
| Participation rate | 59.1% | 55.9%+3.2pp | 67.9%-8.8pp | 67.9%-8.8pp |
| Annual return | -13.94% | 1.73%-15.7pp | 42.35%-56.3pp | -7.85%-6.1pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,072 | $2,963+104.9% | $4,429+37.1% | $4,028+50.8% |
| Admin fee / account holder | $2,225 | $3,041-26.8% | $5,428-59.0% | $5,404-58.8% |