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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 | $37,780 | $50,947-25.8% | $74,551-49.3% | $64,173-41.1% |
| Participation rate | 55.6% | 61.1%-5.5pp | 69.1%-13.6pp | 69.6%-14.0pp |
| Annual return | -5.00% | -1.85%-3.1pp | 32.53%-37.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $410 | $1,115-63.2% | $1,961-79.1% | $2,381-82.8% |
| Participant deferral / active EE | $2,494 | $2,302+8.4% | $3,108-19.8% | $3,470-28.1% |
| Admin fee / account holder | $7,119 | $4,221+68.6% | $5,059+40.7% | $4,887+45.7% |