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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 | $20,512 | $45,872-55.3% | $77,096-73.4% | $68,486-70.0% |
| Participation rate | 34.5% | 55.9%-21.4pp | 67.9%-33.4pp | 67.9%-33.3pp |
| Annual return | -20.02% | 1.73%-21.7pp | 42.35%-62.4pp | -7.85%-12.2pp |
| Employer contribution / active EE | $828 | $1,650-49.8% | $2,814-70.6% | $2,597-68.1% |
| Participant deferral / active EE | $2,161 | $2,963-27.0% | $4,429-51.2% | $4,028-46.3% |
| Admin fee / account holder | $667 | $3,041-78.1% | $5,428-87.7% | $5,404-87.7% |