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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 | $18,367 | $54,162-66.1% | $68,612-73.2% | $64,173-71.4% |
| Participation rate | 59.6% | 68.1%-8.5pp | 72.2%-12.7pp | 69.6%-10.0pp |
| Annual return | -6.52% | -1.62%-4.9pp | -4.63%-1.9pp | 7.63%-14.2pp |
| Employer contribution / active EE | $733 | $1,846-60.3% | $2,625-72.1% | $2,381-69.2% |
| Participant deferral / active EE | $1,095 | $2,626-58.3% | $3,311-66.9% | $3,470-68.4% |
| Admin fee / account holder | $423 | $4,029-89.5% | $5,131-91.8% | $4,887-91.3% |