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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 | $22,190 | $56,339-60.6% | $104,301-78.7% | $68,486-67.6% |
| Participation rate | 64.9% | 63.3%+1.6pp | 73.3%-8.4pp | 67.9%-3.0pp |
| Annual return | -5.12% | -9.19%+4.1pp | 24.61%-29.7pp | -7.85%+2.7pp |
| Employer contribution / active EE | $1,418 | $1,960-27.7% | $3,373-58.0% | $2,597-45.4% |
| Participant deferral / active EE | $1,755 | $3,077-43.0% | $4,626-62.1% | $4,028-56.4% |
| Admin fee / account holder | $3,804 | $4,902-22.4% | $7,340-48.2% | $5,404-29.6% |