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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 | $62,262 | $50,958+22.2% | $74,552-16.5% | $64,181-3.0% |
| Participation rate | 53.6% | 61.1%-7.4pp | 69.1%-15.5pp | 69.6%-15.9pp |
| Annual return | -5.89% | -1.86%-4.0pp | 32.53%-38.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $556 | $1,115-50.2% | $1,961-71.7% | $2,381-76.7% |
| Participant deferral / active EE | $1,926 | $2,301-16.3% | $3,108-38.0% | $3,470-44.5% |
| Admin fee / account holder | $9,823 | $4,223+132.6% | $5,060+94.1% | $4,887+101.0% |