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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 | $60,264 | $62,589-3.7% | $76,768-21.5% | $64,173-6.1% |
| Participation rate | 63.8% | 72.8%-9.0pp | 77.0%-13.1pp | 69.6%-5.7pp |
| Annual return | -6.97% | -1.95%-5.0pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,150 | $3,145+127.4% | $3,852+85.7% | $3,470+106.1% |
| Admin fee / account holder | $1,724 | $4,667-63.1% | $6,675-74.2% | $4,887-64.7% |