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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 | $59,973 | $58,600+2.3% | $83,327-28.0% | $64,173-6.5% |
| Participation rate | 59.3% | 72.0%-12.8pp | 77.8%-18.5pp | 69.6%-10.3pp |
| Annual return | -2.63% | 9.66%-12.3pp | 10.64%-13.3pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,339 | $4,656-28.3% | $5,565-40.0% | $3,470-3.8% |
| Admin fee / account holder | $459 | $9,282-95.1% | $7,540-93.9% | $4,887-90.6% |