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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 | $42,072 | $42,383-0.7% | $76,518-45.0% | $64,173-34.4% |
| Participation rate | 54.8% | 58.1%-3.4pp | 68.0%-13.2pp | 69.6%-14.8pp |
| Annual return | -6.54% | -16.54%+10.0pp | -0.27%-6.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,042 | $2,566+18.5% | $3,836-20.7% | $3,470-12.3% |
| Admin fee / account holder | $3,380 | $3,198+5.7% | $4,849-30.3% | $4,887-30.8% |