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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 | $52,068 | $50,947+2.2% | $74,551-30.2% | $64,173-18.9% |
| Participation rate | 54.8% | 61.1%-6.3pp | 69.1%-14.4pp | 69.6%-14.8pp |
| Annual return | -6.37% | -1.85%-4.5pp | 32.53%-38.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $834 | $1,115-25.2% | $1,961-57.5% | $2,381-65.0% |
| Participant deferral / active EE | $2,021 | $2,302-12.2% | $3,108-35.0% | $3,470-41.8% |
| Admin fee / account holder | $1,498 | $4,221-64.5% | $5,059-70.4% | $4,887-69.4% |