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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 | $20,088 | $45,872-56.2% | $77,081-73.9% | $68,495-70.7% |
| Participation rate | 31.1% | 55.9%-24.8pp | 67.9%-36.8pp | 67.9%-36.8pp |
| Annual return | -16.14% | 1.73%-17.9pp | 42.33%-58.5pp | -7.84%-8.3pp |
| Employer contribution / active EE | $966 | $1,650-41.5% | $2,813-65.7% | $2,596-62.8% |
| Participant deferral / active EE | $1,835 | $2,963-38.1% | $4,428-58.6% | $4,028-54.4% |
| Admin fee / account holder | $474 | $3,041-84.4% | $5,427-91.3% | $5,403-91.2% |