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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 | $24,729 | $64,719-61.8% | $112,249-78.0% | $68,486-63.9% |
| Participation rate | 26.9% | 67.2%-40.2pp | 75.1%-48.1pp | 67.9%-41.0pp |
| Annual return | -19.40% | -11.40%-8.0pp | 27.48%-46.9pp | -7.85%-11.5pp |
| Employer contribution / active EE | $1,226 | $2,747-55.4% | $3,636-66.3% | $2,597-52.8% |
| Participant deferral / active EE | $2,516 | $3,565-29.4% | $4,729-46.8% | $4,028-37.5% |
| Admin fee / account holder | $1,410 | $5,232-73.1% | $6,412-78.0% | $5,404-73.9% |