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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 | $58,882 | $50,947+15.6% | $74,551-21.0% | $64,173-8.2% |
| Participation rate | 53.8% | 61.1%-7.3pp | 69.1%-15.4pp | 69.6%-15.8pp |
| Annual return | -4.60% | -1.85%-2.7pp | 32.53%-37.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $298 | $1,115-73.3% | $1,961-84.8% | $2,381-87.5% |
| Participant deferral / active EE | $1,978 | $2,302-14.1% | $3,108-36.4% | $3,470-43.0% |
| Admin fee / account holder | $385 | $4,221-90.9% | $5,059-92.4% | $4,887-92.1% |