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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 | $27,668 | $42,909-35.5% | $60,906-54.6% | $68,486-59.6% |
| Participation rate | 25.5% | 66.8%-41.2pp | 73.1%-47.6pp | 67.9%-42.4pp |
| Annual return | -15.12% | -13.99%-1.1pp | 16.94%-32.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $862 | $1,979-56.4% | $2,703-68.1% | $2,597-66.8% |
| Participant deferral / active EE | $1,436 | $2,866-49.9% | $3,814-62.3% | $4,028-64.3% |
| Admin fee / account holder | $1,341 | $3,104-56.8% | $3,227-58.5% | $5,404-75.2% |