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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 | $18,420 | $49,280-62.6% | $67,313-72.6% | $64,173-71.3% |
| Participation rate | 23.3% | 60.8%-37.5pp | 69.1%-45.7pp | 69.6%-46.2pp |
| Annual return | -6.96% | -1.39%-5.6pp | -4.08%-2.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $402 | $1,668-75.9% | $2,566-84.3% | $2,381-83.1% |
| Participant deferral / active EE | $1,170 | $2,484-52.9% | $3,568-67.2% | $3,470-66.3% |
| Admin fee / account holder | $1,445 | $3,863-62.6% | $4,507-67.9% | $4,887-70.4% |