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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 | $55,951 | $50,947+9.8% | $74,549-24.9% | $64,173-12.8% |
| Participation rate | 33.3% | 61.1%-27.7pp | 69.1%-35.8pp | 69.6%-36.2pp |
| Annual return | -3.04% | -1.85%-1.2pp | 32.53%-35.6pp | 7.63%-10.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,671 | $2,302-27.4% | $3,108-46.2% | $3,470-51.8% |
| Admin fee / account holder | $1,168 | $4,221-72.3% | $5,059-76.9% | $4,887-76.1% |