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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 | $21,558 | $42,909-49.8% | $60,906-64.6% | $68,486-68.5% |
| Participation rate | 38.1% | 66.8%-28.7pp | 73.1%-35.0pp | 67.9%-29.8pp |
| Annual return | -13.78% | -13.99%+0.2pp | 16.94%-30.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $554 | $1,979-72.0% | $2,703-79.5% | $2,597-78.7% |
| Participant deferral / active EE | $1,417 | $2,866-50.6% | $3,814-62.9% | $4,028-64.8% |
| Admin fee / account holder | $637 | $3,104-79.5% | $3,227-80.3% | $5,404-88.2% |