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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 | $15,681 | $56,484-72.2% | $169,452-90.7% | $64,173-75.6% |
| Participation rate | 44.4% | 64.5%-20.1pp | 77.8%-33.3pp | 69.6%-25.1pp |
| Annual return | -4.94% | -1.55%-3.4pp | 1.83%-6.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,267 | $1,832-30.8% | $4,157-69.5% | $2,381-46.8% |
| Participant deferral / active EE | $2,184 | $3,448-36.7% | $5,277-58.6% | $3,470-37.1% |
| Admin fee / account holder | $3,352 | $4,174-19.7% | $9,110-63.2% | $4,887-31.4% |