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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 | $89,304 | $59,813+49.3% | $79,580+12.2% | $68,486+30.4% |
| Participation rate | 38.7% | 61.1%-22.4pp | 69.5%-30.8pp | 67.9%-29.2pp |
| Annual return | -18.60% | -12.30%-6.3pp | 0.15%-18.8pp | -7.85%-10.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,755 | $3,024-8.9% | $3,985-30.9% | $4,028-31.6% |
| Admin fee / account holder | $907 | $4,835-81.2% | $6,835-86.7% | $5,404-83.2% |