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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 | $33,316 | $45,872-27.4% | $77,096-56.8% | $68,486-51.4% |
| Participation rate | 20.4% | 55.9%-35.5pp | 67.9%-47.5pp | 67.9%-47.5pp |
| Annual return | -19.63% | 1.73%-21.4pp | 42.35%-62.0pp | -7.85%-11.8pp |
| Employer contribution / active EE | $605 | $1,650-63.3% | $2,814-78.5% | $2,597-76.7% |
| Participant deferral / active EE | $1,788 | $2,963-39.7% | $4,429-59.6% | $4,028-55.6% |
| Admin fee / account holder | $691 | $3,041-77.3% | $5,428-87.3% | $5,404-87.2% |