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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 | $30,928 | $50,947-39.3% | $74,549-58.5% | $64,173-51.8% |
| Participation rate | 32.1% | 61.1%-29.0pp | 69.1%-37.1pp | 69.6%-37.5pp |
| Annual return | -3.66% | -1.85%-1.8pp | 32.53%-36.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $634 | $1,115-43.2% | $1,961-67.7% | $2,381-73.4% |
| Participant deferral / active EE | $1,308 | $2,302-43.2% | $3,108-57.9% | $3,470-62.3% |
| Admin fee / account holder | $1,156 | $4,221-72.6% | $5,059-77.1% | $4,887-76.3% |