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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 | $19,007 | $59,834-68.2% | $79,576-76.1% | $68,495-72.3% |
| Participation rate | 55.6% | 61.1%-5.5pp | 69.5%-13.9pp | 67.9%-12.3pp |
| Annual return | -19.31% | -12.30%-7.0pp | 0.15%-19.5pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,414 | $1,505-6.0% | $2,413-41.4% | $2,596-45.5% |
| Participant deferral / active EE | $3,091 | $3,024+2.2% | $3,985-22.4% | $4,028-23.2% |
| Admin fee / account holder | $1,472 | $4,835-69.6% | $6,834-78.5% | $5,403-72.8% |