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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 | $61,436 | $54,162+13.4% | $68,612-10.5% | $64,173-4.3% |
| Participation rate | 34.8% | 68.1%-33.3pp | 72.2%-37.5pp | 69.6%-34.8pp |
| Annual return | -3.98% | -1.62%-2.4pp | -4.63%+0.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $612 | $1,846-66.9% | $2,625-76.7% | $2,381-74.3% |
| Participant deferral / active EE | $1,115 | $2,626-57.5% | $3,311-66.3% | $3,470-67.9% |
| Admin fee / account holder | $1,554 | $4,029-61.4% | $5,131-69.7% | $4,887-68.2% |