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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 | $18,024 | $73,848-75.6% | $143,799-87.5% | $68,486-73.7% |
| Participation rate | 59.0% | 66.7%-7.6pp | 80.3%-21.3pp | 67.9%-8.9pp |
| Annual return | -17.55% | 0.91%-18.5pp | -0.04%-17.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,295 | $3,184-59.3% | $4,952-73.8% | $2,597-50.1% |
| Participant deferral / active EE | $2,480 | $3,385-26.7% | $5,638-56.0% | $4,028-38.4% |
| Admin fee / account holder | $2,949 | $5,755-48.8% | $14,677-79.9% | $5,404-45.4% |