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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 | $51,005 | $49,280+3.5% | $67,313-24.2% | $64,173-20.5% |
| Participation rate | 20.5% | 60.8%-40.3pp | 69.1%-48.6pp | 69.6%-49.1pp |
| Annual return | -6.11% | -1.39%-4.7pp | -4.08%-2.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $866 | $2,484-65.2% | $3,568-75.7% | $3,470-75.1% |
| Admin fee / account holder | $7,212 | $3,863+86.7% | $4,507+60.0% | $4,887+47.6% |