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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 | $18,792 | $73,848-74.6% | $143,799-86.9% | $68,486-72.6% |
| Participation rate | 55.8% | 66.7%-10.8pp | 80.3%-24.5pp | 67.9%-12.0pp |
| Annual return | -3.68% | 0.91%-4.6pp | -0.04%-3.6pp | -7.85%+4.2pp |
| Employer contribution / active EE | $956 | $3,184-70.0% | $4,952-80.7% | $2,597-63.2% |
| Participant deferral / active EE | $2,405 | $3,385-29.0% | $5,638-57.4% | $4,028-40.3% |
| Admin fee / account holder | $541 | $5,755-90.6% | $14,677-96.3% | $5,404-90.0% |