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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 | $26,718 | $77,816-65.7% | $123,552-78.4% | $64,173-58.4% |
| Participation rate | 53.8% | 74.7%-20.9pp | 82.3%-28.4pp | 69.6%-15.7pp |
| Annual return | -4.94% | 12.49%-17.4pp | 119.20%-124.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,230 | $3,014-26.0% | $4,628-51.8% | $2,381-6.3% |
| Participant deferral / active EE | $3,212 | $5,240-38.7% | $6,426-50.0% | $3,470-7.4% |
| Admin fee / account holder | $755 | $5,519-86.3% | $9,285-91.9% | $4,887-84.6% |