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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 | $26,114 | $64,729-59.7% | $112,263-76.7% | $68,490-61.9% |
| Participation rate | 42.7% | 67.2%-24.4pp | 75.1%-32.4pp | 67.9%-25.2pp |
| Annual return | -16.06% | -11.40%-4.7pp | 27.49%-43.6pp | -7.85%-8.2pp |
| Employer contribution / active EE | $1,095 | $2,746-60.1% | $3,636-69.9% | $2,597-57.8% |
| Participant deferral / active EE | $2,358 | $3,566-33.9% | $4,729-50.1% | $4,028-41.5% |
| Admin fee / account holder | $739 | $5,222-85.9% | $6,410-88.5% | $5,403-86.3% |