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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 | $34,162 | $45,872-25.5% | $77,100-55.7% | $68,490-50.1% |
| Participation rate | 21.2% | 55.9%-34.7pp | 67.9%-46.7pp | 67.9%-46.7pp |
| Annual return | -18.66% | 1.73%-20.4pp | 42.35%-61.0pp | -7.85%-10.8pp |
| Employer contribution / active EE | $478 | $1,650-71.0% | $2,815-83.0% | $2,597-81.6% |
| Participant deferral / active EE | $1,096 | $2,963-63.0% | $4,430-75.2% | $4,028-72.8% |
| Admin fee / account holder | $2,430 | $3,041-20.1% | $5,443-55.4% | $5,403-55.0% |