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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 | $29,468 | $77,817-62.1% | $123,553-76.1% | $64,173-54.1% |
| Participation rate | 69.4% | 74.7%-5.3pp | 82.3%-12.9pp | 69.6%-0.2pp |
| Annual return | -2.95% | 12.49%-15.4pp | 119.21%-122.2pp | 7.63%-10.6pp |
| Employer contribution / active EE | $2,155 | $3,014-28.5% | $4,628-53.4% | $2,381-9.5% |
| Participant deferral / active EE | $2,918 | $5,240-44.3% | $6,426-54.6% | $3,470-15.9% |
| Admin fee / account holder | $512 | $5,519-90.7% | $9,284-94.5% | $4,887-89.5% |