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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 | $25,187 | $59,186-57.4% | $76,768-67.2% | $56,287-55.3% |
| Participation rate | 49.6% | 75.2%-25.6pp | 77.0%-27.4pp | 69.9%-20.3pp |
| Annual return | -6.48% | 6.62%-13.1pp | 2.43%-8.9pp | -9.96%+3.5pp |
| Employer contribution / active EE | $721 | $1,759-59.0% | $2,485-71.0% | $2,111-65.8% |
| Participant deferral / active EE | $2,027 | $3,255-37.7% | $3,852-47.4% | $3,350-39.5% |
| Admin fee / account holder | $1,709 | $489+249.5% | $6,675-74.4% | $521+228.1% |