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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 | $50,294 | $50,947-1.3% | $74,551-32.5% | $64,173-21.6% |
| Participation rate | 55.3% | 61.1%-5.7pp | 69.1%-13.8pp | 69.6%-14.3pp |
| Annual return | -7.71% | -1.85%-5.9pp | 32.53%-40.2pp | 7.63%-15.3pp |
| Employer contribution / active EE | $904 | $1,115-19.0% | $1,961-53.9% | $2,381-62.0% |
| Participant deferral / active EE | $2,651 | $2,302+15.2% | $3,108-14.7% | $3,470-23.6% |
| Admin fee / account holder | $462 | $4,221-89.1% | $5,059-90.9% | $4,887-90.6% |