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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 | $36,333 | $42,383-14.3% | $76,518-52.5% | $64,173-43.4% |
| Participation rate | 29.6% | 58.1%-28.6pp | 68.0%-38.4pp | 69.6%-40.0pp |
| Annual return | -7.49% | -16.54%+9.0pp | -0.27%-7.2pp | 7.63%-15.1pp |
| Employer contribution / active EE | $663 | $1,563-57.6% | $2,647-75.0% | $2,381-72.2% |
| Participant deferral / active EE | $1,417 | $2,566-44.8% | $3,836-63.1% | $3,470-59.2% |
| Admin fee / account holder | $666 | $3,198-79.2% | $4,849-86.3% | $4,887-86.4% |