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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 | $20,570 | $49,280-58.3% | $67,313-69.4% | $64,173-67.9% |
| Participation rate | 42.9% | 60.8%-17.9pp | 69.1%-26.2pp | 69.6%-26.7pp |
| Annual return | -6.55% | -1.39%-5.2pp | -4.08%-2.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $397 | $1,668-76.2% | $2,566-84.5% | $2,381-83.3% |
| Participant deferral / active EE | $1,046 | $2,484-57.9% | $3,568-70.7% | $3,470-69.8% |
| Admin fee / account holder | $838 | $3,863-78.3% | $4,507-81.4% | $4,887-82.8% |