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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 | $27,783 | $71,873-61.3% | $86,698-68.0% | $68,490-59.4% |
| Participation rate | 42.0% | 72.2%-30.2pp | 76.6%-34.6pp | 67.9%-25.9pp |
| Annual return | -14.60% | 3.54%-18.1pp | 35.96%-50.6pp | -7.85%-6.7pp |
| Employer contribution / active EE | $814 | $2,173-62.5% | $2,837-71.3% | $2,597-68.6% |
| Participant deferral / active EE | $2,443 | $3,779-35.4% | $4,656-47.5% | $4,028-39.4% |
| Admin fee / account holder | $1,433 | $6,110-76.5% | $7,492-80.9% | $5,403-73.5% |