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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 | $23,999 | $56,484-57.5% | $169,452-85.8% | $64,173-62.6% |
| Participation rate | 53.4% | 64.5%-11.1pp | 77.8%-24.3pp | 69.6%-16.1pp |
| Annual return | -6.65% | -1.55%-5.1pp | 1.83%-8.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $310 | $1,832-83.1% | $4,157-92.6% | $2,381-87.0% |
| Participant deferral / active EE | $1,507 | $3,448-56.3% | $5,277-71.4% | $3,470-56.6% |
| Admin fee / account holder | $1,379 | $4,174-67.0% | $9,110-84.9% | $4,887-71.8% |