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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 | $22,934 | $92,219-75.1% | $76,768-70.1% | $135,379-83.1% |
| Participation rate | 64.7% | 79.8%-15.1pp | 77.0%-12.3pp | 82.6%-17.9pp |
| Annual return | -5.89% | 5.46%-11.4pp | 2.43%-8.3pp | 519.79%-525.7pp |
| Employer contribution / active EE | $2,033 | $3,216-36.8% | $2,485-18.2% | $4,779-57.5% |
| Participant deferral / active EE | $4,081 | $4,508-9.5% | $3,852+6.0% | $5,609-27.2% |
| Admin fee / account holder | $3,521 | $10,749-67.2% | $6,675-47.3% | $10,828-67.5% |