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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 | $56,259 | $71,873-21.7% | $86,698-35.1% | $68,490-17.9% |
| Participation rate | 62.7% | 72.2%-9.6pp | 76.6%-13.9pp | 67.9%-5.2pp |
| Annual return | -10.86% | 3.54%-14.4pp | 35.96%-46.8pp | -7.85%-3.0pp |
| Employer contribution / active EE | $806 | $2,173-62.9% | $2,837-71.6% | $2,597-69.0% |
| Participant deferral / active EE | $1,759 | $3,779-53.5% | $4,656-62.2% | $4,028-56.3% |
| Admin fee / account holder | $1,596 | $6,110-73.9% | $7,492-78.7% | $5,403-70.5% |