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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 | $24,099 | $64,719-62.8% | $112,249-78.5% | $68,486-64.8% |
| Participation rate | 69.2% | 67.2%+2.1pp | 75.1%-5.8pp | 67.9%+1.3pp |
| Annual return | -13.46% | -11.40%-2.1pp | 27.48%-40.9pp | -7.85%-5.6pp |
| Employer contribution / active EE | $1,298 | $2,747-52.7% | $3,636-64.3% | $2,597-50.0% |
| Participant deferral / active EE | $2,593 | $3,565-27.3% | $4,729-45.2% | $4,028-35.6% |
| Admin fee / account holder | $2,793 | $5,232-46.6% | $6,412-56.4% | $5,404-48.3% |