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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 | $29,510 | $58,587-49.6% | $83,322-64.6% | $64,173-54.0% |
| Participation rate | 64.3% | 72.0%-7.7pp | 77.8%-13.5pp | 69.6%-5.3pp |
| Annual return | -7.84% | 9.65%-17.5pp | 10.64%-18.5pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,284 | $4,654+99.5% | $5,565+66.8% | $3,470+167.6% |
| Admin fee / account holder | $1,018 | $9,279-89.0% | $7,540-86.5% | $4,887-79.2% |