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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 | $20,208 | $46,697-56.7% | $117,533-82.8% | $68,486-70.5% |
| Participation rate | 59.4% | 56.8%+2.6pp | 70.6%-11.2pp | 67.9%-8.5pp |
| Annual return | -18.35% | -14.52%-3.8pp | 29.77%-48.1pp | -7.85%-10.5pp |
| Employer contribution / active EE | $507 | $1,506-66.3% | $4,179-87.9% | $2,597-80.5% |
| Participant deferral / active EE | $2,540 | $2,637-3.7% | $4,072-37.6% | $4,028-36.9% |
| Admin fee / account holder | $667 | $4,023-83.4% | $5,647-88.2% | $5,404-87.7% |