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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 | $21,037 | $64,729-67.5% | $112,263-81.3% | $68,490-69.3% |
| Participation rate | 62.9% | 67.2%-4.2pp | 75.1%-12.2pp | 67.9%-5.0pp |
| Annual return | -16.19% | -11.40%-4.8pp | 27.49%-43.7pp | -7.85%-8.3pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,929 | $3,566+10.2% | $4,729-16.9% | $4,028-2.4% |
| Admin fee / account holder | $839 | $5,222-83.9% | $6,410-86.9% | $5,403-84.5% |