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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 | $28,170 | $59,834-52.9% | $79,576-64.6% | $68,495-58.9% |
| Participation rate | 43.2% | 61.1%-17.8pp | 69.5%-26.2pp | 67.9%-24.6pp |
| Annual return | -15.64% | -12.30%-3.3pp | 0.15%-15.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $644 | $1,505-57.2% | $2,413-73.3% | $2,596-75.2% |
| Participant deferral / active EE | $2,149 | $3,024-29.0% | $3,985-46.1% | $4,028-46.6% |
| Admin fee / account holder | $1,958 | $4,835-59.5% | $6,834-71.4% | $5,403-63.8% |