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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 | $23,123 | $42,909-46.1% | $60,906-62.0% | $68,486-66.2% |
| Participation rate | 33.8% | 66.8%-33.0pp | 73.1%-39.3pp | 67.9%-34.1pp |
| Annual return | -18.28% | -13.99%-4.3pp | 16.94%-35.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $913 | $1,979-53.8% | $2,703-66.2% | $2,597-64.8% |
| Participant deferral / active EE | $1,204 | $2,866-58.0% | $3,814-68.4% | $4,028-70.1% |
| Admin fee / account holder | $764 | $3,104-75.4% | $3,227-76.3% | $5,404-85.9% |