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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 | $59,271 | $62,583-5.3% | $76,767-22.8% | $64,173-7.6% |
| Participation rate | 64.3% | 72.8%-8.5pp | 77.0%-12.7pp | 69.6%-5.3pp |
| Annual return | -4.25% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,478 | $3,145+42.4% | $3,852+16.3% | $3,470+29.0% |
| Admin fee / account holder | $15,110 | $4,667+223.8% | $6,675+126.4% | $4,887+209.2% |