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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 | $58,950 | $62,583-5.8% | $76,767-23.2% | $64,173-8.1% |
| Participation rate | 28.4% | 72.8%-44.5pp | 77.0%-48.6pp | 69.6%-41.2pp |
| Annual return | -2.16% | -1.95%-0.2pp | 2.43%-4.6pp | 7.63%-9.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,671 | $3,145-46.9% | $3,852-56.6% | $3,470-51.8% |
| Admin fee / account holder | $24,635 | $4,667+427.9% | $6,675+269.1% | $4,887+404.1% |