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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 | $23,330 | $56,339-58.6% | $104,299-77.6% | $68,490-65.9% |
| Participation rate | 59.2% | 63.3%-4.1pp | 73.3%-14.1pp | 67.9%-8.7pp |
| Annual return | -8.29% | -9.19%+0.9pp | 24.62%-32.9pp | -7.85%-0.4pp |
| Employer contribution / active EE | $4,984 | $1,960+154.3% | $3,373+47.8% | $2,597+91.9% |
| Participant deferral / active EE | $5,759 | $3,077+87.1% | $4,626+24.5% | $4,028+43.0% |
| Admin fee / account holder | $834 | $4,902-83.0% | $7,339-88.6% | $5,403-84.6% |