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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 | $53,607 | $50,947+5.2% | $74,549-28.1% | $64,173-16.5% |
| Participation rate | 60.3% | 61.1%-0.8pp | 69.1%-8.9pp | 69.6%-9.3pp |
| Annual return | -6.29% | -1.85%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $666 | $1,115-40.3% | $1,961-66.0% | $2,381-72.0% |
| Participant deferral / active EE | $1,807 | $2,302-21.5% | $3,108-41.9% | $3,470-47.9% |
| Admin fee / account holder | $3,307 | $4,221-21.7% | $5,059-34.6% | $4,887-32.3% |