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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 | $18,495 | $50,947-63.7% | $74,549-75.2% | $64,173-71.2% |
| Participation rate | 68.1% | 61.1%+7.0pp | 69.1%-1.1pp | 69.6%-1.5pp |
| Annual return | -6.72% | -1.85%-4.9pp | 32.53%-39.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $551 | $1,115-50.6% | $1,961-71.9% | $2,381-76.8% |
| Participant deferral / active EE | $1,563 | $2,302-32.1% | $3,108-49.7% | $3,470-55.0% |
| Admin fee / account holder | $1,647 | $4,221-61.0% | $5,059-67.5% | $4,887-66.3% |