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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 | $21,789 | $45,872-52.5% | $77,096-71.7% | $68,486-68.2% |
| Participation rate | 35.1% | 55.9%-20.8pp | 67.9%-32.8pp | 67.9%-32.8pp |
| Annual return | -16.83% | 1.73%-18.6pp | 42.35%-59.2pp | -7.85%-9.0pp |
| Employer contribution / active EE | $655 | $1,650-60.3% | $2,814-76.7% | $2,597-74.8% |
| Participant deferral / active EE | $1,318 | $2,963-55.5% | $4,429-70.2% | $4,028-67.3% |
| Admin fee / account holder | $1,078 | $3,041-64.5% | $5,428-80.1% | $5,404-80.0% |