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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 | $7,696 | $48,267-84.1% | $68,808-88.8% | $68,486-88.8% |
| Participation rate | 57.4% | 60.7%-3.3pp | 69.0%-11.6pp | 67.9%-10.5pp |
| Annual return | 23.14% | -12.70%+35.8pp | -6.37%+29.5pp | -7.85%+31.0pp |
| Employer contribution / active EE | $1,304 | $1,829-28.7% | $2,656-50.9% | $2,597-49.8% |
| Participant deferral / active EE | $2,020 | $2,867-29.5% | $3,942-48.8% | $4,028-49.8% |
| Admin fee / account holder | $1,414 | $4,362-67.6% | $4,936-71.4% | $5,404-73.8% |