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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 | $76,337 | $53,546+42.6% | $69,890+9.2% | $68,490+11.5% |
| Participation rate | 28.6% | 64.5%-36.0pp | 70.5%-41.9pp | 67.9%-39.3pp |
| Annual return | -16.10% | -13.87%-2.2pp | 190.84%-206.9pp | -7.85%-8.3pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,575 | $2,957+20.9% | $3,848-7.1% | $4,028-11.2% |
| Admin fee / account holder | $455 | $4,693-90.3% | $6,267-92.7% | $5,403-91.6% |