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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 | $15,263 | $48,267-68.4% | $68,794-77.8% | $68,495-77.7% |
| Participation rate | 51.6% | 60.7%-9.1pp | 69.0%-17.4pp | 67.9%-16.3pp |
| Annual return | -17.44% | -12.70%-4.7pp | -6.37%-11.1pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,463 | $1,829-20.0% | $2,656-44.9% | $2,596-43.7% |
| Participant deferral / active EE | $4,080 | $2,867+42.3% | $3,941+3.5% | $4,028+1.3% |
| Admin fee / account holder | $1,542 | $4,362-64.7% | $4,934-68.8% | $5,403-71.5% |