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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 | $27,615 | $50,947-45.8% | $74,549-63.0% | $64,173-57.0% |
| Participation rate | 45.0% | 61.1%-16.1pp | 69.1%-24.1pp | 69.6%-24.6pp |
| Annual return | -5.95% | -1.85%-4.1pp | 32.53%-38.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $955 | $1,115-14.4% | $1,961-51.3% | $2,381-59.9% |
| Participant deferral / active EE | $1,687 | $2,302-26.7% | $3,108-45.7% | $3,470-51.4% |
| Admin fee / account holder | $2,085 | $4,221-50.6% | $5,059-58.8% | $4,887-57.3% |