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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 | $24,032 | $46,697-48.5% | $117,533-79.6% | $68,486-64.9% |
| Participation rate | 29.5% | 56.8%-27.3pp | 70.6%-41.1pp | 67.9%-38.4pp |
| Annual return | -16.90% | -14.52%-2.4pp | 29.77%-46.7pp | -7.85%-9.0pp |
| Employer contribution / active EE | $536 | $1,506-64.4% | $4,179-87.2% | $2,597-79.4% |
| Participant deferral / active EE | $1,348 | $2,637-48.9% | $4,072-66.9% | $4,028-66.5% |
| Admin fee / account holder | $1,813 | $4,023-54.9% | $5,647-67.9% | $5,404-66.5% |