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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 | $21,261 | $50,958-58.3% | $74,552-71.5% | $64,181-66.9% |
| Participation rate | 59.7% | 61.1%-1.4pp | 69.1%-9.5pp | 69.6%-9.9pp |
| Annual return | -7.83% | -1.86%-6.0pp | 32.53%-40.4pp | 7.63%-15.5pp |
| Employer contribution / active EE | $792 | $1,115-29.0% | $1,961-59.6% | $2,381-66.7% |
| Participant deferral / active EE | $2,759 | $2,301+19.9% | $3,108-11.2% | $3,470-20.5% |
| Admin fee / account holder | $4,166 | $4,223-1.3% | $5,060-17.7% | $4,887-14.8% |