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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 | $26,190 | $50,947-48.6% | $74,551-64.9% | $64,173-59.2% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.1%-9.1pp | 69.6%-9.6pp |
| Annual return | -5.80% | -1.85%-3.9pp | 32.53%-38.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $774 | $1,115-30.6% | $1,961-60.5% | $2,381-67.5% |
| Participant deferral / active EE | $2,933 | $2,302+27.4% | $3,108-5.6% | $3,470-15.5% |
| Admin fee / account holder | $1,208 | $4,221-71.4% | $5,059-76.1% | $4,887-75.3% |