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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 | $23,696 | $62,583-62.1% | $76,767-69.1% | $64,173-63.1% |
| Participation rate | 68.6% | 72.8%-4.2pp | 77.0%-8.3pp | 69.6%-0.9pp |
| Annual return | -5.58% | -1.95%-3.6pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,343 | $1,832-26.7% | $2,485-45.9% | $2,381-43.6% |
| Participant deferral / active EE | $2,570 | $3,145-18.3% | $3,852-33.3% | $3,470-25.9% |
| Admin fee / account holder | $353 | $4,667-92.4% | $6,675-94.7% | $4,887-92.8% |