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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 | $78,640 | $53,596+46.7% | $90,657-13.3% | $64,173+22.5% |
| Participation rate | 17.8% | 64.5%-46.7pp | 74.0%-56.2pp | 69.6%-51.8pp |
| Annual return | -5.82% | 4.41%-10.2pp | 1.89%-7.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,692 | $2,459-31.2% | $3,424-50.6% | $3,470-51.2% |
| Admin fee / account holder | $687 | $3,868-82.2% | $4,994-86.3% | $4,887-86.0% |