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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 | $32,087 | $58,600-45.2% | $83,327-61.5% | $64,173-50.0% |
| Participation rate | 61.1% | 72.0%-10.9pp | 77.8%-16.7pp | 69.6%-8.5pp |
| Annual return | -5.76% | 9.66%-15.4pp | 10.64%-16.4pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,973 | $4,656-14.7% | $5,565-28.6% | $3,470+14.5% |
| Admin fee / account holder | $697 | $9,282-92.5% | $7,540-90.8% | $4,887-85.7% |