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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 | $71,394 | $49,280+44.9% | $67,313+6.1% | $64,173+11.3% |
| Participation rate | 53.2% | 60.8%-7.6pp | 69.1%-15.9pp | 69.6%-16.3pp |
| Annual return | -5.78% | -1.39%-4.4pp | -4.08%-1.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,692 | $2,484+48.6% | $3,568+3.5% | $3,470+6.4% |
| Admin fee / account holder | $1,734 | $3,863-55.1% | $4,507-61.5% | $4,887-64.5% |