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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 | $20,001 | $45,872-56.4% | $77,096-74.1% | $68,486-70.8% |
| Participation rate | 67.9% | 55.9%+11.9pp | 67.9%-0.1pp | 67.9%0pp |
| Annual return | -7.61% | 1.73%-9.3pp | 42.35%-50.0pp | -7.85%+0.2pp |
| Employer contribution / active EE | $1,036 | $1,650-37.2% | $2,814-63.2% | $2,597-60.1% |
| Participant deferral / active EE | $2,636 | $2,963-11.0% | $4,429-40.5% | $4,028-34.6% |
| Admin fee / account holder | $667 | $3,041-78.1% | $5,428-87.7% | $5,404-87.7% |