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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 | $15,996 | $48,267-66.9% | $68,808-76.8% | $68,486-76.6% |
| Participation rate | 55.2% | 60.7%-5.5pp | 69.0%-13.8pp | 67.9%-12.7pp |
| Annual return | -19.46% | -12.70%-6.8pp | -6.37%-13.1pp | -7.85%-11.6pp |
| Employer contribution / active EE | $2,359 | $1,829+29.0% | $2,656-11.2% | $2,597-9.2% |
| Participant deferral / active EE | $4,038 | $2,867+40.9% | $3,942+2.4% | $4,028+0.3% |
| Admin fee / account holder | $983 | $4,362-77.5% | $4,936-80.1% | $5,404-81.8% |