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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 | $17,107 | $56,339-69.6% | $104,301-83.6% | $68,486-75.0% |
| Participation rate | 63.0% | 63.3%-0.3pp | 73.3%-10.3pp | 67.9%-4.9pp |
| Annual return | -16.50% | -9.19%-7.3pp | 24.61%-41.1pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,584 | $1,960-19.2% | $3,373-53.1% | $2,597-39.0% |
| Participant deferral / active EE | $2,359 | $3,077-23.4% | $4,626-49.0% | $4,028-41.4% |
| Admin fee / account holder | $560 | $4,902-88.6% | $7,340-92.4% | $5,404-89.6% |