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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 | $21,882 | $64,729-66.2% | $112,263-80.5% | $68,490-68.1% |
| Participation rate | 52.9% | 67.2%-14.2pp | 75.1%-22.1pp | 67.9%-15.0pp |
| Annual return | -17.90% | -11.40%-6.5pp | 27.49%-45.4pp | -7.85%-10.0pp |
| Employer contribution / active EE | $973 | $2,746-64.6% | $3,636-73.2% | $2,597-62.5% |
| Participant deferral / active EE | $2,244 | $3,566-37.1% | $4,729-52.5% | $4,028-44.3% |
| Admin fee / account holder | $422 | $5,222-91.9% | $6,410-93.4% | $5,403-92.2% |