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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 | $19,847 | $45,872-56.7% | $77,081-74.3% | $68,495-71.0% |
| Participation rate | 37.0% | 55.9%-18.9pp | 67.9%-30.9pp | 67.9%-30.9pp |
| Annual return | -19.54% | 1.73%-21.3pp | 42.33%-61.9pp | -7.84%-11.7pp |
| Employer contribution / active EE | $565 | $1,650-65.8% | $2,813-79.9% | $2,596-78.2% |
| Participant deferral / active EE | $1,929 | $2,963-34.9% | $4,428-56.4% | $4,028-52.1% |
| Admin fee / account holder | $421 | $3,041-86.2% | $5,427-92.2% | $5,403-92.2% |