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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 | $157,461 | $50,947+209.1% | $74,551+111.2% | $64,173+145.4% |
| Participation rate | 44.6% | 61.1%-16.4pp | 69.1%-24.5pp | 69.6%-24.9pp |
| Annual return | -3.26% | -1.85%-1.4pp | 32.53%-35.8pp | 7.63%-10.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,837 | $2,302+23.3% | $3,108-8.7% | $3,470-18.2% |
| Admin fee / account holder | $498 | $4,221-88.2% | $5,059-90.1% | $4,887-89.8% |