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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 | $17,545 | $42,383-58.6% | $76,518-77.1% | $64,173-72.7% |
| Participation rate | 39.4% | 58.1%-18.8pp | 68.0%-28.6pp | 69.6%-30.2pp |
| Annual return | 9.31% | -16.54%+25.8pp | -0.27%+9.6pp | 7.63%+1.7pp |
| Employer contribution / active EE | $988 | $1,563-36.8% | $2,647-62.7% | $2,381-58.5% |
| Participant deferral / active EE | $2,481 | $2,566-3.3% | $3,836-35.3% | $3,470-28.5% |
| Admin fee / account holder | $1,664 | $3,198-48.0% | $4,849-65.7% | $4,887-65.9% |