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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 | $28,318 | $64,716-56.2% | $112,258-74.8% | $68,495-58.7% |
| Participation rate | 62.2% | 67.2%-5.0pp | 75.1%-12.9pp | 67.9%-5.7pp |
| Annual return | -16.81% | -11.40%-5.4pp | 27.47%-44.3pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,544 | $2,746-43.8% | $3,636-57.5% | $2,596-40.5% |
| Participant deferral / active EE | $2,285 | $3,565-35.9% | $4,728-51.7% | $4,028-43.3% |
| Admin fee / account holder | $711 | $5,232-86.4% | $6,411-88.9% | $5,403-86.8% |