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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 | $28,988 | $64,719-55.2% | $112,249-74.2% | $68,486-57.7% |
| Participation rate | 40.6% | 67.2%-26.5pp | 75.1%-34.4pp | 67.9%-27.3pp |
| Annual return | -18.37% | -11.40%-7.0pp | 27.48%-45.8pp | -7.85%-10.5pp |
| Employer contribution / active EE | $789 | $2,747-71.3% | $3,636-78.3% | $2,597-69.6% |
| Participant deferral / active EE | $2,449 | $3,565-31.3% | $4,729-48.2% | $4,028-39.2% |
| Admin fee / account holder | $967 | $5,232-81.5% | $6,412-84.9% | $5,404-82.1% |