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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 | $28,493 | $73,009-61.0% | $90,760-68.6% | $68,486-58.4% |
| Participation rate | 43.3% | 70.8%-27.5pp | 75.7%-32.4pp | 67.9%-24.6pp |
| Annual return | -18.22% | -13.81%-4.4pp | -12.16%-6.1pp | -7.85%-10.4pp |
| Employer contribution / active EE | $814 | $2,193-62.9% | $2,922-72.1% | $2,597-68.6% |
| Participant deferral / active EE | $1,729 | $3,626-52.3% | $4,565-62.1% | $4,028-57.1% |
| Admin fee / account holder | $2,419 | $5,896-59.0% | $8,444-71.4% | $5,404-55.2% |