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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 | $19,621 | $59,834-67.2% | $79,576-75.3% | $68,495-71.4% |
| Participation rate | 68.4% | 61.1%+7.4pp | 69.5%-1.1pp | 67.9%+0.5pp |
| Annual return | -15.11% | -12.30%-2.8pp | 0.15%-15.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,861 | $1,505+23.6% | $2,413-22.9% | $2,596-28.3% |
| Participant deferral / active EE | $2,512 | $3,024-16.9% | $3,985-37.0% | $4,028-37.6% |
| Admin fee / account holder | $4,109 | $4,835-15.0% | $6,834-39.9% | $5,403-24.0% |