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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 | $21,402 | $45,872-53.3% | $77,096-72.2% | $68,486-68.7% |
| Participation rate | 64.2% | 55.9%+8.2pp | 67.9%-3.8pp | 67.9%-3.7pp |
| Annual return | -10.29% | 1.73%-12.0pp | 42.35%-52.6pp | -7.85%-2.4pp |
| Employer contribution / active EE | $1,564 | $1,650-5.2% | $2,814-44.4% | $2,597-39.8% |
| Participant deferral / active EE | $2,523 | $2,963-14.8% | $4,429-43.0% | $4,028-37.3% |
| Admin fee / account holder | $1,139 | $3,041-62.5% | $5,428-79.0% | $5,404-78.9% |