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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 | $21,817 | $64,716-66.3% | $112,258-80.6% | $68,495-68.1% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -15.07% | -11.40%-3.7pp | 27.47%-42.5pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,285 | $2,746-53.2% | $3,636-64.7% | $2,596-50.5% |
| Participant deferral / active EE | $2,384 | $3,565-33.1% | $4,728-49.6% | $4,028-40.8% |
| Admin fee / account holder | $967 | $5,232-81.5% | $6,411-84.9% | $5,403-82.1% |