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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 | $30,519 | $64,719-52.8% | $112,249-72.8% | $68,486-55.4% |
| Participation rate | 68.4% | 67.2%+1.3pp | 75.1%-6.6pp | 67.9%+0.5pp |
| Annual return | -18.71% | -11.40%-7.3pp | 27.48%-46.2pp | -7.85%-10.9pp |
| Employer contribution / active EE | $1,131 | $2,747-58.8% | $3,636-68.9% | $2,597-56.5% |
| Participant deferral / active EE | $1,840 | $3,565-48.4% | $4,729-61.1% | $4,028-54.3% |
| Admin fee / account holder | $7,735 | $5,232+47.8% | $6,412+20.6% | $5,404+43.1% |