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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 | $67,949 | $62,589+8.6% | $76,768-11.5% | $64,173+5.9% |
| Participation rate | 50.8% | 72.8%-22.0pp | 77.0%-26.2pp | 69.6%-18.8pp |
| Annual return | -7.11% | -1.95%-5.2pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,227 | $3,145-29.2% | $3,852-42.2% | $3,470-35.8% |
| Admin fee / account holder | $2,315 | $4,667-50.4% | $6,675-65.3% | $4,887-52.6% |