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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 | $117,364 | $73,848+58.9% | $143,799-18.4% | $68,486+71.4% |
| Participation rate | 34.4% | 66.7%-32.3pp | 80.3%-45.9pp | 67.9%-33.5pp |
| Annual return | -10.80% | 0.91%-11.7pp | -0.04%-10.8pp | -7.85%-2.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,635 | $3,385-51.7% | $5,638-71.0% | $4,028-59.4% |
| Admin fee / account holder | $1,905 | $5,755-66.9% | $14,677-87.0% | $5,404-64.7% |