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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 | $26,501 | $45,872-42.2% | $77,100-65.6% | $68,490-61.3% |
| Participation rate | 51.0% | 55.9%-4.9pp | 67.9%-16.9pp | 67.9%-16.9pp |
| Annual return | -18.78% | 1.73%-20.5pp | 42.35%-61.1pp | -7.85%-10.9pp |
| Employer contribution / active EE | $2,014 | $1,650+22.1% | $2,815-28.5% | $2,597-22.5% |
| Participant deferral / active EE | $3,785 | $2,963+27.7% | $4,430-14.6% | $4,028-6.0% |
| Admin fee / account holder | $698 | $3,041-77.0% | $5,443-87.2% | $5,403-87.1% |