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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 | $54,882 | $49,280+11.4% | $67,313-18.5% | $64,173-14.5% |
| Participation rate | 22.2% | 60.8%-38.6pp | 69.1%-46.9pp | 69.6%-47.3pp |
| Annual return | -7.45% | -1.39%-6.1pp | -4.08%-3.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $422 | $1,668-74.7% | $2,566-83.6% | $2,381-82.3% |
| Participant deferral / active EE | $1,223 | $2,484-50.8% | $3,568-65.7% | $3,470-64.7% |
| Admin fee / account holder | $395 | $3,863-89.8% | $4,507-91.2% | $4,887-91.9% |