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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 | $22,366 | $32,117-30.4% | $71,086-68.5% | $64,173-65.1% |
| Participation rate | 39.7% | 42.7%-3.0pp | 54.7%-14.9pp | 69.6%-29.8pp |
| Annual return | -4.21% | -5.57%+1.4pp | 650.59%-654.8pp | 7.63%-11.8pp |
| Employer contribution / active EE | $460 | $712-35.4% | $1,088-57.7% | $2,381-80.7% |
| Participant deferral / active EE | $1,964 | $1,263+55.5% | $1,874+4.8% | $3,470-43.4% |
| Admin fee / account holder | $1,624 | $2,759-41.1% | $3,082-47.3% | $4,887-66.8% |