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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 | $18,965 | $42,917-55.8% | $60,899-68.9% | $68,495-72.3% |
| Participation rate | 38.5% | 66.8%-28.3pp | 73.1%-34.6pp | 67.9%-29.4pp |
| Annual return | -12.15% | -13.99%+1.8pp | 16.92%-29.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $719 | $1,979-63.7% | $2,702-73.4% | $2,596-72.3% |
| Participant deferral / active EE | $2,407 | $2,867-16.0% | $3,817-36.9% | $4,028-40.2% |
| Admin fee / account holder | $678 | $3,102-78.2% | $3,225-79.0% | $5,403-87.5% |