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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 | $64,053 | $49,280+30.0% | $67,313-4.8% | $64,173-0.2% |
| Participation rate | 40.9% | 60.8%-19.9pp | 69.1%-28.2pp | 69.6%-28.7pp |
| Annual return | -6.85% | -1.39%-5.5pp | -4.08%-2.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $757 | $1,668-54.6% | $2,566-70.5% | $2,381-68.2% |
| Participant deferral / active EE | $2,553 | $2,484+2.8% | $3,568-28.5% | $3,470-26.4% |
| Admin fee / account holder | $1,466 | $3,863-62.0% | $4,507-67.5% | $4,887-70.0% |