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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 | $57,636 | $50,958+13.1% | $74,552-22.7% | $64,181-10.2% |
| Participation rate | 33.3% | 61.1%-27.7pp | 69.1%-35.8pp | 69.6%-36.2pp |
| Annual return | -5.48% | -1.86%-3.6pp | 32.53%-38.0pp | 7.63%-13.1pp |
| Employer contribution / active EE | $874 | $1,115-21.6% | $1,961-55.4% | $2,381-63.3% |
| Participant deferral / active EE | $1,025 | $2,301-55.5% | $3,108-67.0% | $3,470-70.4% |
| Admin fee / account holder | $396 | $4,223-90.6% | $5,060-92.2% | $4,887-91.9% |