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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 | $19,843 | $73,839-73.1% | $143,788-86.2% | $68,495-71.0% |
| Participation rate | 32.8% | 66.7%-33.9pp | 80.3%-47.6pp | 67.9%-35.1pp |
| Annual return | -18.35% | 1.01%-19.4pp | -0.03%-18.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $458 | $3,184-85.6% | $4,952-90.7% | $2,596-82.3% |
| Participant deferral / active EE | $2,315 | $3,384-31.6% | $5,638-58.9% | $4,028-42.5% |
| Admin fee / account holder | $7,151 | $5,755+24.3% | $14,675-51.3% | $5,403+32.3% |