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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 | $33,906 | $46,697-27.4% | $117,529-71.2% | $68,490-50.5% |
| Participation rate | 59.3% | 56.8%+2.5pp | 70.6%-11.3pp | 67.9%-8.6pp |
| Annual return | -16.13% | -14.52%-1.6pp | 29.77%-45.9pp | -7.85%-8.3pp |
| Employer contribution / active EE | $691 | $1,506-54.1% | $4,179-83.5% | $2,597-73.4% |
| Participant deferral / active EE | $1,599 | $2,637-39.4% | $4,072-60.7% | $4,028-60.3% |
| Admin fee / account holder | $559 | $4,023-86.1% | $5,645-90.1% | $5,403-89.7% |