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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 | $26,887 | $49,280-45.4% | $67,313-60.1% | $64,181-58.1% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.1%-19.1pp | 69.6%-19.6pp |
| Annual return | -8.10% | -1.39%-6.7pp | -4.08%-4.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,319 | $1,668-20.9% | $2,566-48.6% | $2,381-44.6% |
| Participant deferral / active EE | $1,963 | $2,484-21.0% | $3,568-45.0% | $3,470-43.4% |
| Admin fee / account holder | $1,001 | $3,863-74.1% | $4,507-77.8% | $4,887-79.5% |