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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 | $23,405 | $44,221-47.1% | $121,220-80.7% | $56,289-58.4% |
| Participation rate | 59.8% | 61.1%-1.2pp | 71.8%-11.9pp | 69.9%-10.0pp |
| Annual return | -5.30% | -3.58%-1.7pp | 16.94%-22.2pp | -9.96%+4.7pp |
| Employer contribution / active EE | $2,456 | $1,480+66.0% | $4,023-39.0% | $2,111+16.3% |
| Participant deferral / active EE | $4,434 | $2,521+75.9% | $3,345+32.6% | $3,350+32.4% |
| Admin fee / account holder | $2,563 | $480+433.5% | $5,021-49.0% | $521+391.9% |