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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 | $19,152 | $52,836-63.8% | $105,738-81.9% | $64,173-70.2% |
| Participation rate | 67.4% | 66.5%+0.9pp | 76.3%-8.9pp | 69.6%-2.1pp |
| Annual return | -6.86% | 14.30%-21.2pp | 6.27%-13.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $935 | $1,827-48.8% | $3,268-71.4% | $2,381-60.7% |
| Participant deferral / active EE | $1,493 | $2,545-41.4% | $4,080-63.4% | $3,470-57.0% |
| Admin fee / account holder | $1,644 | $3,959-58.5% | $6,913-76.2% | $4,887-66.4% |