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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 | $38,697 | $50,947-24.0% | $74,551-48.1% | $64,173-39.7% |
| Participation rate | 51.1% | 61.1%-10.0pp | 69.1%-18.1pp | 69.6%-18.5pp |
| Annual return | -2.03% | -1.85%-0.2pp | 32.53%-34.6pp | 7.63%-9.7pp |
| Employer contribution / active EE | $838 | $1,115-24.9% | $1,961-57.3% | $2,381-64.8% |
| Participant deferral / active EE | $1,839 | $2,302-20.1% | $3,108-40.8% | $3,470-47.0% |
| Admin fee / account holder | $1,036 | $4,221-75.4% | $5,059-79.5% | $4,887-78.8% |