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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 | $91,191 | $58,600+55.6% | $83,327+9.4% | $64,173+42.1% |
| Participation rate | 53.7% | 72.0%-18.4pp | 77.8%-24.1pp | 69.6%-15.9pp |
| Annual return | -5.83% | 9.66%-15.5pp | 10.64%-16.5pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,642 | $4,656-21.8% | $5,565-34.6% | $3,470+5.0% |
| Admin fee / account holder | $11,683 | $9,282+25.9% | $7,540+54.9% | $4,887+139.0% |