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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 | $61,841 | $49,280+25.5% | $67,313-8.1% | $64,173-3.6% |
| Participation rate | 48.1% | 60.8%-12.6pp | 69.1%-20.9pp | 69.6%-21.4pp |
| Annual return | -6.68% | -1.39%-5.3pp | -4.08%-2.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,943 | $2,484+18.5% | $3,568-17.5% | $3,470-15.2% |
| Admin fee / account holder | $954 | $3,863-75.3% | $4,507-78.8% | $4,887-80.5% |