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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 | $64,851 | $50,947+27.3% | $74,549-13.0% | $64,173+1.1% |
| Participation rate | 38.9% | 61.1%-22.2pp | 69.1%-30.3pp | 69.6%-30.7pp |
| Annual return | -6.42% | -1.85%-4.6pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,072 | $2,302+33.5% | $3,108-1.2% | $3,470-11.5% |
| Admin fee / account holder | $7,030 | $4,221+66.5% | $5,059+39.0% | $4,887+43.8% |