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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 | $42,909-55.8% | $60,906-68.9% | $68,486-72.3% |
| Participation rate | 38.5% | 66.8%-28.3pp | 73.1%-34.6pp | 67.9%-29.4pp |
| Annual return | -12.15% | -13.99%+1.8pp | 16.94%-29.1pp | -7.85%-4.3pp |
| Employer contribution / active EE | $719 | $1,979-63.7% | $2,703-73.4% | $2,597-72.3% |
| Participant deferral / active EE | $2,407 | $2,866-16.0% | $3,814-36.9% | $4,028-40.2% |
| Admin fee / account holder | $678 | $3,104-78.2% | $3,227-79.0% | $5,404-87.5% |