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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 | $85,533 | $58,587+46.0% | $83,322+2.7% | $64,173+33.3% |
| Participation rate | 42.6% | 72.0%-29.4pp | 77.8%-35.2pp | 69.6%-27.0pp |
| Annual return | -6.69% | 9.65%-16.3pp | 10.64%-17.3pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,438 | $4,654+59.8% | $5,565+33.7% | $3,470+114.4% |
| Admin fee / account holder | $6,551 | $9,279-29.4% | $7,540-13.1% | $4,887+34.0% |