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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 | $26,627 | $62,715-57.5% | $104,301-74.5% | $66,930-60.2% |
| Participation rate | 28.4% | 59.6%-31.1pp | 73.3%-44.8pp | 69.8%-41.4pp |
| Annual return | -6.08% | -14.70%+8.6pp | 24.61%-30.7pp | 1.57%-7.7pp |
| Employer contribution / active EE | $1,446 | $1,976-26.8% | $3,373-57.1% | $2,545-43.2% |
| Participant deferral / active EE | $1,875 | $2,852-34.2% | $4,626-59.5% | $4,238-55.8% |
| Admin fee / account holder | $5,177 | $657+688.3% | $7,340-29.5% | $593+772.4% |