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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 | $8,551 | $48,267-82.3% | $68,808-87.6% | $68,486-87.5% |
| Participation rate | 68.1% | 60.7%+7.4pp | 69.0%-0.9pp | 67.9%+0.2pp |
| Annual return | -12.68% | -12.70%0pp | -6.37%-6.3pp | -7.85%-4.8pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,383 | $2,867-51.8% | $3,942-64.9% | $4,028-65.7% |
| Admin fee / account holder | $4,434 | $4,362+1.6% | $4,936-10.2% | $5,404-17.9% |