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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 | $19,417 | $53,546-63.7% | $69,884-72.2% | $68,486-71.6% |
| Participation rate | 61.7% | 64.5%-2.8pp | 70.5%-8.8pp | 67.9%-6.2pp |
| Annual return | -18.52% | -13.87%-4.7pp | 190.81%-209.3pp | -7.85%-10.7pp |
| Employer contribution / active EE | $887 | $2,019-56.0% | $2,560-65.3% | $2,597-65.8% |
| Participant deferral / active EE | $1,946 | $2,957-34.2% | $3,848-49.4% | $4,028-51.7% |
| Admin fee / account holder | $479 | $4,693-89.8% | $6,266-92.4% | $5,404-91.1% |