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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 | $65,966 | $71,873-8.2% | $86,698-23.9% | $68,490-3.7% |
| Participation rate | 60.5% | 72.2%-11.7pp | 76.6%-16.1pp | 67.9%-7.4pp |
| Annual return | -11.27% | 3.54%-14.8pp | 35.96%-47.2pp | -7.85%-3.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,057 | $3,779+113.2% | $4,656+73.0% | $4,028+100.0% |
| Admin fee / account holder | $3,730 | $6,110-39.0% | $7,492-50.2% | $5,403-31.0% |