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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 | $90,704 | $49,280+84.1% | $67,313+34.8% | $64,181+41.3% |
| Participation rate | 51.2% | 60.8%-9.6pp | 69.1%-17.9pp | 69.6%-18.4pp |
| Annual return | -7.65% | -1.39%-6.3pp | -4.08%-3.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,163 | $2,484-12.9% | $3,568-39.4% | $3,470-37.7% |
| Admin fee / account holder | $438 | $3,863-88.6% | $4,507-90.3% | $4,887-91.0% |