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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 | $33,585 | $54,162-38.0% | $68,612-51.1% | $64,173-47.7% |
| Participation rate | 45.9% | 68.1%-22.1pp | 72.2%-26.3pp | 69.6%-23.7pp |
| Annual return | -4.85% | -1.62%-3.2pp | -4.63%-0.2pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,682 | $2,626+2.1% | $3,311-19.0% | $3,470-22.7% |
| Admin fee / account holder | $6,857 | $4,029+70.2% | $5,131+33.6% | $4,887+40.3% |