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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 | $86,145 | $43,483+98.1% | $54,726+57.4% | $64,173+34.2% |
| Participation rate | 63.0% | 72.2%-9.2pp | 79.1%-16.2pp | 69.6%-6.6pp |
| Annual return | -5.62% | -1.03%-4.6pp | -4.56%-1.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $2,632-100.0% | $3,449-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $11,007 | $3,102+254.8% | $3,953+178.4% | $3,470+217.2% |
| Admin fee / account holder | $4,665 | $4,250+9.8% | $3,818+22.2% | $4,887-4.6% |