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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 | $23,768 | $58,600-59.4% | $83,327-71.5% | $64,173-63.0% |
| Participation rate | 62.8% | 72.0%-9.3pp | 77.8%-15.0pp | 69.6%-6.8pp |
| Annual return | -7.53% | 9.66%-17.2pp | 10.64%-18.2pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,294 | $2,098-38.3% | $3,379-61.7% | $2,381-45.7% |
| Participant deferral / active EE | $3,613 | $4,656-22.4% | $5,565-35.1% | $3,470+4.1% |
| Admin fee / account holder | $1,496 | $9,282-83.9% | $7,540-80.2% | $4,887-69.4% |