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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 | $27,923 | $73,102-61.8% | $123,553-77.4% | $56,289-50.4% |
| Participation rate | 60.0% | 74.3%-14.3pp | 82.3%-22.3pp | 69.9%-9.9pp |
| Annual return | -5.63% | 3.01%-8.6pp | 119.21%-124.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,929 | $2,977-35.2% | $4,628-58.3% | $2,111-8.6% |
| Participant deferral / active EE | $3,335 | $5,423-38.5% | $6,426-48.1% | $3,350-0.4% |
| Admin fee / account holder | $1,098 | $554+98.3% | $9,284-88.2% | $521+110.8% |