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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 | $65,890 | $50,947+29.3% | $74,551-11.6% | $64,173+2.7% |
| Participation rate | 48.1% | 61.1%-12.9pp | 69.1%-21.0pp | 69.6%-21.4pp |
| Annual return | -6.73% | -1.85%-4.9pp | 32.53%-39.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,032 | $1,115-7.5% | $1,961-47.4% | $2,381-56.6% |
| Participant deferral / active EE | $1,973 | $2,302-14.3% | $3,108-36.5% | $3,470-43.1% |
| Admin fee / account holder | $426 | $4,221-89.9% | $5,059-91.6% | $4,887-91.3% |