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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 | $18,011 | $73,863-75.6% | $143,797-87.5% | $68,490-73.7% |
| Participation rate | 45.9% | 66.7%-20.7pp | 80.3%-34.4pp | 67.9%-22.0pp |
| Annual return | -3.72% | 0.91%-4.6pp | -0.04%-3.7pp | -7.85%+4.1pp |
| Employer contribution / active EE | $446 | $3,185-86.0% | $4,952-91.0% | $2,597-82.8% |
| Participant deferral / active EE | $2,350 | $3,385-30.6% | $5,638-58.3% | $4,028-41.7% |
| Admin fee / account holder | $4,019 | $5,756-30.2% | $14,679-72.6% | $5,403-25.6% |