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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 | $20,504 | $64,716-68.3% | $112,258-81.7% | $68,495-70.1% |
| Participation rate | 63.6% | 67.2%-3.5pp | 75.1%-11.4pp | 67.9%-4.3pp |
| Annual return | -17.97% | -11.40%-6.6pp | 27.47%-45.4pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,276 | $2,746-17.1% | $3,636-37.4% | $2,596-12.3% |
| Participant deferral / active EE | $3,080 | $3,565-13.6% | $4,728-34.9% | $4,028-23.5% |
| Admin fee / account holder | $1,812 | $5,232-65.4% | $6,411-71.7% | $5,403-66.5% |