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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 | $26,813 | $87,546-69.4% | $75,784-64.6% | $125,389-78.6% |
| Participation rate | 50.0% | 80.2%-30.2pp | 75.8%-25.8pp | 83.2%-33.2pp |
| Annual return | -2.45% | 13.49%-15.9pp | 9.68%-12.1pp | 282.24%-284.7pp |
| Employer contribution / active EE | $1,446 | $3,930-63.2% | $3,323-56.5% | $4,866-70.3% |
| Participant deferral / active EE | $6,170 | $4,230+45.9% | $3,652+69.0% | $5,352+15.3% |
| Admin fee / account holder | $4,079 | $6,503-37.3% | $5,300-23.0% | $9,541-57.2% |