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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 | $26,110 | $42,909-39.1% | $60,906-57.1% | $68,486-61.9% |
| Participation rate | 59.7% | 66.8%-7.0pp | 73.1%-13.4pp | 67.9%-8.2pp |
| Annual return | -11.99% | -13.99%+2.0pp | 16.94%-28.9pp | -7.85%-4.1pp |
| Employer contribution / active EE | $479 | $1,979-75.8% | $2,703-82.3% | $2,597-81.5% |
| Participant deferral / active EE | $2,253 | $2,866-21.4% | $3,814-40.9% | $4,028-44.1% |
| Admin fee / account holder | $1,748 | $3,104-43.7% | $3,227-45.8% | $5,404-67.6% |