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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 | $18,758 | $42,909-56.3% | $60,906-69.2% | $68,486-72.6% |
| Participation rate | 65.3% | 66.8%-1.5pp | 73.1%-7.8pp | 67.9%-2.6pp |
| Annual return | -15.90% | -13.99%-1.9pp | 16.94%-32.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,979 | $1,9790% | $2,703-26.8% | $2,597-23.8% |
| Participant deferral / active EE | $3,309 | $2,866+15.4% | $3,814-13.2% | $4,028-17.8% |
| Admin fee / account holder | $1,172 | $3,104-62.2% | $3,227-63.7% | $5,404-78.3% |