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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 | $43,195 | $64,719-33.3% | $112,249-61.5% | $68,486-36.9% |
| Participation rate | 28.6% | 67.2%-38.6pp | 75.1%-46.5pp | 67.9%-39.3pp |
| Annual return | -14.19% | -11.40%-2.8pp | 27.48%-41.7pp | -7.85%-6.3pp |
| Employer contribution / active EE | $832 | $2,747-69.7% | $3,636-77.1% | $2,597-68.0% |
| Participant deferral / active EE | $2,134 | $3,565-40.2% | $4,729-54.9% | $4,028-47.0% |
| Admin fee / account holder | $691 | $5,232-86.8% | $6,412-89.2% | $5,404-87.2% |