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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 | $59,539 | $62,586-4.9% | $76,766-22.4% | $64,181-7.2% |
| Participation rate | 69.0% | 72.8%-3.8pp | 77.0%-8.0pp | 69.6%-0.6pp |
| Annual return | -3.01% | -1.95%-1.1pp | 2.43%-5.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,248 | $3,145+66.9% | $3,851+36.3% | $3,470+51.3% |
| Admin fee / account holder | $724 | $4,667-84.5% | $6,675-89.2% | $4,887-85.2% |