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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 | $19,099 | $45,872-58.4% | $77,096-75.2% | $68,486-72.1% |
| Participation rate | 36.2% | 55.9%-19.8pp | 67.9%-31.8pp | 67.9%-31.7pp |
| Annual return | -10.03% | 1.73%-11.8pp | 42.35%-52.4pp | -7.85%-2.2pp |
| Employer contribution / active EE | $382 | $1,650-76.8% | $2,814-86.4% | $2,597-85.3% |
| Participant deferral / active EE | $820 | $2,963-72.3% | $4,429-81.5% | $4,028-79.6% |
| Admin fee / account holder | $1,327 | $3,041-56.4% | $5,428-75.6% | $5,404-75.4% |