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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 | $27,001 | $50,947-47.0% | $74,549-63.8% | $64,173-57.9% |
| Participation rate | 68.0% | 61.1%+6.9pp | 69.1%-1.1pp | 69.6%-1.6pp |
| Annual return | -7.59% | -1.85%-5.7pp | 32.53%-40.1pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,832 | $1,115+64.2% | $1,961-6.6% | $2,381-23.1% |
| Participant deferral / active EE | $2,253 | $2,302-2.1% | $3,108-27.5% | $3,470-35.1% |
| Admin fee / account holder | $1,135 | $4,221-73.1% | $5,059-77.6% | $4,887-76.8% |