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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 | $89,003 | $62,583+42.2% | $76,767+15.9% | $64,173+38.7% |
| Participation rate | 69.5% | 72.8%-3.3pp | 77.0%-7.5pp | 69.6%-0.1pp |
| Annual return | -6.31% | -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 | $2,108 | $3,145-33.0% | $3,852-45.3% | $3,470-39.3% |
| Admin fee / account holder | $1,656 | $4,667-64.5% | $6,675-75.2% | $4,887-66.1% |