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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 | $12,803 | $26,805-52.2% | $59,496-78.5% | $52,331-75.5% |
| Participation rate | 26.7% | 39.3%-12.6pp | 54.6%-27.8pp | 68.1%-41.4pp |
| Annual return | -1.95% | 2.61%-4.6pp | 182.05%-184.0pp | 4.54%-6.5pp |
| Employer contribution / active EE | $830 | $450+84.6% | $1,153-28.0% | $1,882-55.9% |
| Participant deferral / active EE | $1,035 | $916+13.0% | $1,829-43.4% | $3,022-65.7% |
| Admin fee / account holder | $850 | $305+178.9% | $2,232-61.9% | $592+43.7% |