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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 | $58,373 | $50,947+14.6% | $74,551-21.7% | $64,173-9.0% |
| Participation rate | 41.2% | 61.1%-19.9pp | 69.1%-28.0pp | 69.6%-28.4pp |
| Annual return | -7.93% | -1.85%-6.1pp | 32.53%-40.5pp | 7.63%-15.6pp |
| Employer contribution / active EE | $560 | $1,115-49.8% | $1,961-71.5% | $2,381-76.5% |
| Participant deferral / active EE | $1,866 | $2,302-18.9% | $3,108-40.0% | $3,470-46.2% |
| Admin fee / account holder | $7,249 | $4,221+71.7% | $5,059+43.3% | $4,887+48.3% |