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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 | $72,329 | $62,586+15.6% | $76,766-5.8% | $64,181+12.7% |
| Participation rate | 29.6% | 72.8%-43.2pp | 77.0%-47.3pp | 69.6%-39.9pp |
| Annual return | -5.47% | -1.95%-3.5pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,989 | $3,145-36.7% | $3,851-48.4% | $3,470-42.7% |
| Admin fee / account holder | $14,094 | $4,667+202.0% | $6,675+111.1% | $4,887+188.4% |