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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 | $34,518 | $42,910-19.6% | $60,919-43.3% | $68,490-49.6% |
| Participation rate | 65.8% | 66.8%-1.0pp | 73.1%-7.3pp | 67.9%-2.1pp |
| Annual return | -13.74% | -13.99%+0.3pp | 16.96%-30.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,141 | $2,866+184.1% | $3,814+113.4% | $4,028+102.1% |
| Admin fee / account holder | $2,813 | $3,104-9.4% | $3,228-12.8% | $5,403-47.9% |