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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 | $53,870 | $50,947+5.7% | $74,549-27.7% | $64,173-16.1% |
| Participation rate | 54.8% | 61.1%-6.3pp | 69.1%-14.4pp | 69.6%-14.8pp |
| Annual return | -7.30% | -1.85%-5.4pp | 32.53%-39.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $947 | $1,115-15.1% | $1,961-51.7% | $2,381-60.2% |
| Participant deferral / active EE | $3,241 | $2,302+40.8% | $3,108+4.3% | $3,470-6.6% |
| Admin fee / account holder | $2,084 | $4,221-50.6% | $5,059-58.8% | $4,887-57.4% |