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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 | $20,800 | $42,383-50.9% | $76,518-72.8% | $64,173-67.6% |
| Participation rate | 63.6% | 58.1%+5.5pp | 68.0%-4.4pp | 69.6%-5.9pp |
| Annual return | -5.17% | -16.54%+11.4pp | -0.27%-4.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $705 | $1,563-54.9% | $2,647-73.4% | $2,381-70.4% |
| Participant deferral / active EE | $3,051 | $2,566+18.9% | $3,836-20.5% | $3,470-12.1% |
| Admin fee / account holder | $756 | $3,198-76.3% | $4,849-84.4% | $4,887-84.5% |