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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 | $16,066 | $53,596-70.0% | $90,657-82.3% | $64,173-75.0% |
| Participation rate | 56.3% | 64.5%-8.3pp | 74.0%-17.8pp | 69.6%-13.3pp |
| Annual return | -7.27% | 4.41%-11.7pp | 1.89%-9.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,388 | $1,503-7.6% | $2,532-45.2% | $2,381-41.7% |
| Participant deferral / active EE | $2,438 | $2,459-0.8% | $3,424-28.8% | $3,470-29.7% |
| Admin fee / account holder | $3,634 | $3,868-6.0% | $4,994-27.2% | $4,887-25.6% |