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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 | $25,699 | $42,396-39.4% | $67,313-61.8% | $56,289-54.3% |
| Participation rate | 26.7% | 61.0%-34.3pp | 69.1%-42.3pp | 69.9%-43.1pp |
| Annual return | 13.41% | -36.63%+50.0pp | -4.08%+17.5pp | -9.96%+23.4pp |
| Employer contribution / active EE | $299 | $1,414-78.9% | $2,566-88.4% | $2,111-85.9% |
| Participant deferral / active EE | $1,869 | $2,360-20.8% | $3,568-47.6% | $3,350-44.2% |
| Admin fee / account holder | $511 | $510+0.3% | $4,507-88.7% | $521-1.9% |