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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 | $60,978 | $73,839-17.4% | $143,788-57.6% | $68,495-11.0% |
| Participation rate | 10.6% | 66.7%-56.0pp | 80.3%-69.7pp | 67.9%-57.3pp |
| Annual return | -15.07% | 1.01%-16.1pp | -0.03%-15.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,802 | $3,384-46.8% | $5,638-68.0% | $4,028-55.3% |
| Admin fee / account holder | $2,690 | $5,755-53.3% | $14,675-81.7% | $5,403-50.2% |