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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 | $24,266 | $73,839-67.1% | $143,788-83.1% | $68,495-64.6% |
| Participation rate | 59.8% | 66.7%-6.9pp | 80.3%-20.6pp | 67.9%-8.1pp |
| Annual return | -7.74% | 1.01%-8.7pp | -0.03%-7.7pp | -7.84%+0.1pp |
| Employer contribution / active EE | $664 | $3,184-79.1% | $4,952-86.6% | $2,596-74.4% |
| Participant deferral / active EE | $3,073 | $3,384-9.2% | $5,638-45.5% | $4,028-23.7% |
| Admin fee / account holder | $2,165 | $5,755-62.4% | $14,675-85.2% | $5,403-59.9% |