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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 | $62,192 | $64,729-3.9% | $112,263-44.6% | $68,490-9.2% |
| Participation rate | 45.7% | 67.2%-21.5pp | 75.1%-29.4pp | 67.9%-22.2pp |
| Annual return | -18.43% | -11.40%-7.0pp | 27.49%-45.9pp | -7.85%-10.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,788 | $3,566+34.3% | $4,729+1.2% | $4,028+18.9% |
| Admin fee / account holder | $623 | $5,222-88.1% | $6,410-90.3% | $5,403-88.5% |