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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 | $20,413 | $56,484-63.9% | $169,452-88.0% | $64,173-68.2% |
| Participation rate | 53.7% | 64.5%-10.9pp | 77.8%-24.1pp | 69.6%-15.9pp |
| Annual return | -7.12% | -1.55%-5.6pp | 1.83%-8.9pp | 7.63%-14.8pp |
| Employer contribution / active EE | $385 | $1,832-79.0% | $4,157-90.7% | $2,381-83.8% |
| Participant deferral / active EE | $1,542 | $3,448-55.3% | $5,277-70.8% | $3,470-55.6% |
| Admin fee / account holder | $808 | $4,174-80.6% | $9,110-91.1% | $4,887-83.5% |