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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 | $22,823 | $45,872-50.2% | $77,096-70.4% | $68,486-66.7% |
| Participation rate | 67.4% | 55.9%+11.4pp | 67.9%-0.6pp | 67.9%-0.5pp |
| Annual return | -0.42% | 1.73%-2.1pp | 42.35%-42.8pp | -7.85%+7.4pp |
| Employer contribution / active EE | $2,204 | $1,650+33.6% | $2,814-21.7% | $2,597-15.1% |
| Participant deferral / active EE | $3,525 | $2,963+19.0% | $4,429-20.4% | $4,028-12.5% |
| Admin fee / account holder | $880 | $3,041-71.1% | $5,428-83.8% | $5,404-83.7% |