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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 | $24,860 | $59,813-58.4% | $79,580-68.8% | $68,486-63.7% |
| Participation rate | 62.5% | 61.1%+1.4pp | 69.5%-7.0pp | 67.9%-5.4pp |
| Annual return | -17.30% | -12.30%-5.0pp | 0.15%-17.4pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,127 | $1,505-25.1% | $2,413-53.3% | $2,597-56.6% |
| Participant deferral / active EE | $2,989 | $3,024-1.2% | $3,985-25.0% | $4,028-25.8% |
| Admin fee / account holder | $845 | $4,835-82.5% | $6,835-87.6% | $5,404-84.4% |