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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 | $29,734 | $81,870-63.7% | $119,622-75.1% | $68,486-56.6% |
| Participation rate | 51.9% | 71.9%-20.0pp | 79.3%-27.4pp | 67.9%-16.0pp |
| Annual return | -18.49% | -23.82%+5.3pp | -14.98%-3.5pp | -7.85%-10.6pp |
| Employer contribution / active EE | $768 | $2,692-71.5% | $4,232-81.9% | $2,597-70.4% |
| Participant deferral / active EE | $2,406 | $4,148-42.0% | $5,601-57.0% | $4,028-40.3% |
| Admin fee / account holder | $761 | $6,583-88.4% | $10,328-92.6% | $5,404-85.9% |