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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 | $65,539 | $50,958+28.6% | $74,552-12.1% | $64,181+2.1% |
| Participation rate | 61.4% | 61.1%+0.4pp | 69.1%-7.7pp | 69.6%-8.1pp |
| Annual return | -6.79% | -1.86%-4.9pp | 32.53%-39.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,507 | $2,301+52.4% | $3,108+12.8% | $3,470+1.1% |
| Admin fee / account holder | $8,988 | $4,223+112.8% | $5,060+77.6% | $4,887+83.9% |