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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 | $24,729 | $64,729-61.8% | $112,263-78.0% | $68,490-63.9% |
| Participation rate | 33.3% | 67.2%-33.8pp | 75.1%-41.7pp | 67.9%-34.6pp |
| Annual return | -18.34% | -11.40%-6.9pp | 27.49%-45.8pp | -7.85%-10.5pp |
| Employer contribution / active EE | $720 | $2,746-73.8% | $3,636-80.2% | $2,597-72.3% |
| Participant deferral / active EE | $1,538 | $3,566-56.9% | $4,729-67.5% | $4,028-61.8% |
| Admin fee / account holder | $652 | $5,222-87.5% | $6,410-89.8% | $5,403-87.9% |