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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 | $23,374 | $42,383-44.8% | $76,518-69.5% | $64,173-63.6% |
| Participation rate | 64.1% | 58.1%+6.0pp | 68.0%-3.9pp | 69.6%-5.5pp |
| Annual return | -8.10% | -16.54%+8.4pp | -0.27%-7.8pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,045 | $1,563-33.2% | $2,647-60.5% | $2,381-56.1% |
| Participant deferral / active EE | $3,822 | $2,566+48.9% | $3,836-0.4% | $3,470+10.1% |
| Admin fee / account holder | $2,762 | $3,198-13.6% | $4,849-43.0% | $4,887-43.5% |