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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 | $59,394 | $62,589-5.1% | $76,768-22.6% | $64,173-7.4% |
| Participation rate | 54.3% | 72.8%-18.5pp | 77.0%-22.7pp | 69.6%-15.3pp |
| Annual return | -7.00% | -1.95%-5.1pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $517 | $1,832-71.8% | $2,485-79.2% | $2,381-78.3% |
| Participant deferral / active EE | $2,463 | $3,145-21.7% | $3,852-36.1% | $3,470-29.0% |
| Admin fee / account holder | $14,569 | $4,667+212.2% | $6,675+118.3% | $4,887+198.1% |