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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 | $23,504 | $64,716-63.7% | $112,258-79.1% | $68,495-65.7% |
| Participation rate | 53.2% | 67.2%-14.0pp | 75.1%-21.9pp | 67.9%-14.7pp |
| Annual return | -19.16% | -11.40%-7.8pp | 27.47%-46.6pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,053 | $2,746-61.7% | $3,636-71.0% | $2,596-59.5% |
| Participant deferral / active EE | $1,539 | $3,565-56.8% | $4,728-67.5% | $4,028-61.8% |
| Admin fee / account holder | $942 | $5,232-82.0% | $6,411-85.3% | $5,403-82.6% |