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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 | $23,765 | $77,817-69.5% | $123,553-80.8% | $64,173-63.0% |
| Participation rate | 60.7% | 74.7%-14.0pp | 82.3%-21.6pp | 69.6%-8.9pp |
| Annual return | -7.57% | 12.49%-20.1pp | 119.21%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,451 | $3,014-51.9% | $4,628-68.7% | $2,381-39.1% |
| Participant deferral / active EE | $2,656 | $5,240-49.3% | $6,426-58.7% | $3,470-23.4% |
| Admin fee / account holder | $1,125 | $5,519-79.6% | $9,284-87.9% | $4,887-77.0% |