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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 | $50,583 | $50,947-0.7% | $74,551-32.1% | $64,173-21.2% |
| Participation rate | 43.8% | 61.1%-17.3pp | 69.1%-25.4pp | 69.6%-25.8pp |
| Annual return | -2.55% | -1.85%-0.7pp | 32.53%-35.1pp | 7.63%-10.2pp |
| Employer contribution / active EE | $480 | $1,115-56.9% | $1,961-75.5% | $2,381-79.8% |
| Participant deferral / active EE | $1,144 | $2,302-50.3% | $3,108-63.2% | $3,470-67.0% |
| Admin fee / account holder | $3,342 | $4,221-20.8% | $5,059-33.9% | $4,887-31.6% |