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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 | $28,231 | $81,870-65.5% | $119,634-76.4% | $68,490-58.8% |
| Participation rate | 49.2% | 71.9%-22.7pp | 79.3%-30.0pp | 67.9%-18.7pp |
| Annual return | -16.92% | -23.82%+6.9pp | -14.98%-1.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,185 | $2,692-56.0% | $4,232-72.0% | $2,597-54.4% |
| Participant deferral / active EE | $2,325 | $4,148-44.0% | $5,601-58.5% | $4,028-42.3% |
| Admin fee / account holder | $1,762 | $6,583-73.2% | $10,329-82.9% | $5,403-67.4% |