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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 | $31,803 | $50,947-37.6% | $74,549-57.3% | $64,173-50.4% |
| Participation rate | 43.2% | 61.1%-17.9pp | 69.1%-26.0pp | 69.6%-26.4pp |
| Annual return | -4.54% | -1.85%-2.7pp | 32.53%-37.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $207 | $1,115-81.5% | $1,961-89.5% | $2,381-91.3% |
| Participant deferral / active EE | $1,122 | $2,302-51.2% | $3,108-63.9% | $3,470-67.7% |
| Admin fee / account holder | $774 | $4,221-81.7% | $5,059-84.7% | $4,887-84.2% |