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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 | $69,622 | $50,947+36.7% | $74,551-6.6% | $64,173+8.5% |
| Participation rate | 48.0% | 61.1%-13.1pp | 69.1%-21.1pp | 69.6%-21.6pp |
| Annual return | -7.31% | -1.85%-5.5pp | 32.53%-39.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $214 | $1,115-80.8% | $1,961-89.1% | $2,381-91.0% |
| Participant deferral / active EE | $1,623 | $2,302-29.5% | $3,108-47.8% | $3,470-53.2% |
| Admin fee / account holder | $1,111 | $4,221-73.7% | $5,059-78.0% | $4,887-77.3% |