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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 | $44,198 | $62,589-29.4% | $76,768-42.4% | $64,173-31.1% |
| Participation rate | 58.6% | 72.8%-14.2pp | 77.0%-18.3pp | 69.6%-10.9pp |
| Annual return | -6.32% | -1.95%-4.4pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,886 | $3,145-40.0% | $3,852-51.0% | $3,470-45.6% |
| Admin fee / account holder | $1,024 | $4,667-78.1% | $6,675-84.7% | $4,887-79.1% |