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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 | $67,507 | $62,589+7.9% | $76,768-12.1% | $64,173+5.2% |
| Participation rate | 64.7% | 72.8%-8.1pp | 77.0%-12.3pp | 69.6%-4.9pp |
| Annual return | -5.46% | -1.95%-3.5pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,182 | $3,145-30.6% | $3,852-43.4% | $3,470-37.1% |
| Admin fee / account holder | $1,944 | $4,667-58.3% | $6,675-70.9% | $4,887-60.2% |