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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 | $22,810 | $43,338-47.4% | $59,887-61.9% | $64,173-64.5% |
| Participation rate | 65.7% | 69.2%-3.5pp | 74.7%-9.0pp | 69.6%-3.9pp |
| Annual return | -4.97% | -1.55%-3.4pp | 3.46%-8.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,307 | $2,030-35.6% | $2,722-52.0% | $2,381-45.1% |
| Participant deferral / active EE | $2,955 | $2,547+16.0% | $3,402-13.1% | $3,470-14.8% |
| Admin fee / account holder | $1,222 | $3,007-59.4% | $3,591-66.0% | $4,887-75.0% |