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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 | $61,116 | $58,600+4.3% | $83,327-26.7% | $64,173-4.8% |
| Participation rate | 35.5% | 72.0%-36.6pp | 77.8%-42.3pp | 69.6%-34.1pp |
| Annual return | -4.06% | 9.66%-13.7pp | 10.64%-14.7pp | 7.63%-11.7pp |
| Employer contribution / active EE | $7,915 | $2,098+277.2% | $3,379+134.2% | $2,381+232.4% |
| Participant deferral / active EE | $0 | $4,656-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $605 | $9,282-93.5% | $7,540-92.0% | $4,887-87.6% |