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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 | $17,538 | $43,344-59.5% | $59,899-70.7% | $64,173-72.7% |
| Participation rate | 67.9% | 69.2%-1.3pp | 74.7%-6.8pp | 69.6%-1.7pp |
| Annual return | -4.22% | -1.55%-2.7pp | 3.46%-7.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $705 | $2,030-65.3% | $2,723-74.1% | $2,381-70.4% |
| Participant deferral / active EE | $840 | $2,547-67.0% | $3,402-75.3% | $3,470-75.8% |
| Admin fee / account holder | $1,729 | $3,008-42.5% | $3,592-51.9% | $4,887-64.6% |