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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 | $24,270 | $59,813-59.4% | $79,580-69.5% | $68,486-64.6% |
| Participation rate | 48.5% | 61.1%-12.6pp | 69.5%-21.0pp | 67.9%-19.4pp |
| Annual return | -14.76% | -12.30%-2.5pp | 0.15%-14.9pp | -7.85%-6.9pp |
| Employer contribution / active EE | $750 | $1,505-50.1% | $2,413-68.9% | $2,597-71.1% |
| Participant deferral / active EE | $1,931 | $3,024-36.2% | $3,985-51.5% | $4,028-52.1% |
| Admin fee / account holder | $15,490 | $4,835+220.4% | $6,835+126.6% | $5,404+186.7% |