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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 | $24,316 | $64,716-62.4% | $112,258-78.3% | $68,495-64.5% |
| Participation rate | 49.1% | 67.2%-18.1pp | 75.1%-26.0pp | 67.9%-18.8pp |
| Annual return | -19.04% | -11.40%-7.6pp | 27.47%-46.5pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,070 | $2,746-61.0% | $3,636-70.6% | $2,596-58.8% |
| Participant deferral / active EE | $1,646 | $3,565-53.8% | $4,728-65.2% | $4,028-59.1% |
| Admin fee / account holder | $2,403 | $5,232-54.1% | $6,411-62.5% | $5,403-55.5% |