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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 | $19,959 | $82,324-75.8% | $68,803-71.0% | $134,545-85.2% |
| Participation rate | 62.5% | 75.1%-12.6pp | 69.0%-6.5pp | 81.2%-18.7pp |
| Annual return | -16.48% | -2.17%-14.3pp | -6.37%-10.1pp | 418.37%-434.9pp |
| Employer contribution / active EE | $2,733 | $3,302-17.2% | $2,656+2.9% | $4,742-42.4% |
| Participant deferral / active EE | $3,908 | $4,740-17.6% | $3,942-0.9% | $6,401-39.0% |
| Admin fee / account holder | $2,528 | $6,485-61.0% | $4,936-48.8% | $11,431-77.9% |