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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 | $26,195 | $77,817-66.3% | $123,553-78.8% | $64,173-59.2% |
| Participation rate | 30.3% | 74.7%-44.4pp | 82.3%-52.0pp | 69.6%-39.3pp |
| Annual return | -8.06% | 12.49%-20.6pp | 119.21%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,355 | $3,014-55.1% | $4,628-70.7% | $2,381-43.1% |
| Participant deferral / active EE | $2,258 | $5,240-56.9% | $6,426-64.9% | $3,470-34.9% |
| Admin fee / account holder | $354 | $5,519-93.6% | $9,284-96.2% | $4,887-92.8% |