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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 | $55,849 | $50,947+9.6% | $74,549-25.1% | $64,173-13.0% |
| Participation rate | 51.9% | 61.1%-9.1pp | 69.1%-17.2pp | 69.6%-17.6pp |
| Annual return | -4.02% | -1.85%-2.2pp | 32.53%-36.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $540 | $1,115-51.6% | $1,961-72.4% | $2,381-77.3% |
| Participant deferral / active EE | $2,166 | $2,302-5.9% | $3,108-30.3% | $3,470-37.6% |
| Admin fee / account holder | $485 | $4,221-88.5% | $5,059-90.4% | $4,887-90.1% |