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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 | $74,736 | $59,813+25.0% | $79,580-6.1% | $68,486+9.1% |
| Participation rate | 41.5% | 61.1%-19.6pp | 69.5%-28.0pp | 67.9%-26.4pp |
| Annual return | -1.71% | -12.30%+10.6pp | 0.15%-1.9pp | -7.85%+6.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,526 | $3,024-49.5% | $3,985-61.7% | $4,028-62.1% |
| Admin fee / account holder | $1,329 | $4,835-72.5% | $6,835-80.6% | $5,404-75.4% |