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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 | $27,061 | $50,947-46.9% | $74,551-63.7% | $64,173-57.8% |
| Participation rate | 49.1% | 61.1%-12.0pp | 69.1%-20.1pp | 69.6%-20.5pp |
| Annual return | -6.54% | -1.85%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $229 | $1,115-79.5% | $1,961-88.3% | $2,381-90.4% |
| Participant deferral / active EE | $1,425 | $2,302-38.1% | $3,108-54.2% | $3,470-58.9% |
| Admin fee / account holder | $697 | $4,221-83.5% | $5,059-86.2% | $4,887-85.7% |