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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 | $24,237 | $71,873-66.3% | $86,698-72.0% | $68,490-64.6% |
| Participation rate | 59.3% | 72.2%-13.0pp | 76.6%-17.3pp | 67.9%-8.6pp |
| Annual return | -15.85% | 3.54%-19.4pp | 35.96%-51.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,158 | $2,173-46.7% | $2,837-59.2% | $2,597-55.4% |
| Participant deferral / active EE | $4,873 | $3,779+29.0% | $4,656+4.7% | $4,028+21.0% |
| Admin fee / account holder | $658 | $6,110-89.2% | $7,492-91.2% | $5,403-87.8% |