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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 | $23,218 | $45,872-49.4% | $77,100-69.9% | $68,490-66.1% |
| Participation rate | 61.8% | 55.9%+5.9pp | 67.9%-6.1pp | 67.9%-6.1pp |
| Annual return | -0.00% | 1.73%-1.7pp | 42.35%-42.4pp | -7.85%+7.8pp |
| Employer contribution / active EE | $1,632 | $1,650-1.1% | $2,815-42.0% | $2,597-37.1% |
| Participant deferral / active EE | $3,143 | $2,963+6.1% | $4,430-29.0% | $4,028-22.0% |
| Admin fee / account holder | $2,625 | $3,041-13.7% | $5,443-51.8% | $5,403-51.4% |