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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 | $14,904 | $54,162-72.5% | $68,612-78.3% | $64,173-76.8% |
| Participation rate | 30.3% | 68.1%-37.8pp | 72.2%-41.9pp | 69.6%-39.3pp |
| Annual return | -6.07% | -1.62%-4.4pp | -4.63%-1.4pp | 7.63%-13.7pp |
| Employer contribution / active EE | $542 | $1,846-70.6% | $2,625-79.4% | $2,381-77.2% |
| Participant deferral / active EE | $1,035 | $2,626-60.6% | $3,311-68.7% | $3,470-70.2% |
| Admin fee / account holder | $434 | $4,029-89.2% | $5,131-91.5% | $4,887-91.1% |