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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 | $24,914 | $45,872-45.7% | $77,096-67.7% | $68,486-63.6% |
| Participation rate | 61.5% | 55.9%+5.6pp | 67.9%-6.4pp | 67.9%-6.4pp |
| Annual return | -19.62% | 1.73%-21.3pp | 42.35%-62.0pp | -7.85%-11.8pp |
| Employer contribution / active EE | $2,256 | $1,650+36.8% | $2,814-19.8% | $2,597-13.1% |
| Participant deferral / active EE | $4,306 | $2,963+45.3% | $4,429-2.8% | $4,028+6.9% |
| Admin fee / account holder | $1,248 | $3,041-59.0% | $5,428-77.0% | $5,404-76.9% |