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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 | $45,953 | $46,697-1.6% | $117,529-60.9% | $68,490-32.9% |
| Participation rate | 42.5% | 56.8%-14.3pp | 70.6%-28.1pp | 67.9%-25.4pp |
| Annual return | -12.51% | -14.52%+2.0pp | 29.77%-42.3pp | -7.85%-4.7pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,692 | $2,637+2.1% | $4,072-33.9% | $4,028-33.2% |
| Admin fee / account holder | $2,093 | $4,023-48.0% | $5,645-62.9% | $5,403-61.3% |