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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 | $78,081 | $50,947+53.3% | $74,549+4.7% | $64,173+21.7% |
| Participation rate | 37.5% | 61.1%-23.6pp | 69.1%-31.6pp | 69.6%-32.1pp |
| Annual return | -6.38% | -1.85%-4.5pp | 32.53%-38.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $488 | $1,115-56.3% | $1,961-75.1% | $2,381-79.5% |
| Participant deferral / active EE | $2,038 | $2,302-11.4% | $3,108-34.4% | $3,470-41.3% |
| Admin fee / account holder | $984 | $4,221-76.7% | $5,059-80.5% | $4,887-79.9% |