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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 | $36,290 | $56,339-35.6% | $104,301-65.2% | $68,486-47.0% |
| Participation rate | 27.1% | 63.3%-36.2pp | 73.3%-46.2pp | 67.9%-40.8pp |
| Annual return | -17.70% | -9.19%-8.5pp | 24.61%-42.3pp | -7.85%-9.8pp |
| Employer contribution / active EE | $535 | $1,960-72.7% | $3,373-84.1% | $2,597-79.4% |
| Participant deferral / active EE | $1,088 | $3,077-64.6% | $4,626-76.5% | $4,028-73.0% |
| Admin fee / account holder | $596 | $4,902-87.8% | $7,340-91.9% | $5,404-89.0% |