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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 | $12,960 | $33,067-60.8% | $76,518-83.1% | $56,287-77.0% |
| Participation rate | 55.0% | 55.4%-0.4pp | 68.0%-13.0pp | 69.9%-14.9pp |
| Annual return | -6.94% | 2.72%-9.7pp | -0.27%-6.7pp | -9.96%+3.0pp |
| Employer contribution / active EE | $1,810 | $1,200+50.8% | $2,647-31.6% | $2,111-14.2% |
| Participant deferral / active EE | $1,231 | $2,240-45.0% | $3,836-67.9% | $3,350-63.2% |
| Admin fee / account holder | $5,502 | $537+924.6% | $4,849+13.5% | $521+956.1% |