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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 | $27,855 | $64,729-57.0% | $112,263-75.2% | $68,490-59.3% |
| Participation rate | 59.8% | 67.2%-7.4pp | 75.1%-15.3pp | 67.9%-8.1pp |
| Annual return | -17.38% | -11.40%-6.0pp | 27.49%-44.9pp | -7.85%-9.5pp |
| Employer contribution / active EE | $806 | $2,746-70.6% | $3,636-77.8% | $2,597-68.9% |
| Participant deferral / active EE | $1,977 | $3,566-44.6% | $4,729-58.2% | $4,028-50.9% |
| Admin fee / account holder | $526 | $5,222-89.9% | $6,410-91.8% | $5,403-90.3% |