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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 | $17,934 | $45,872-60.9% | $77,100-76.7% | $68,490-73.8% |
| Participation rate | 30.9% | 55.9%-25.0pp | 67.9%-37.0pp | 67.9%-37.0pp |
| Annual return | -19.05% | 1.73%-20.8pp | 42.35%-61.4pp | -7.85%-11.2pp |
| Employer contribution / active EE | $1,007 | $1,650-38.9% | $2,815-64.2% | $2,597-61.2% |
| Participant deferral / active EE | $1,710 | $2,963-42.3% | $4,430-61.4% | $4,028-57.5% |
| Admin fee / account holder | $2,489 | $3,041-18.1% | $5,443-54.3% | $5,403-53.9% |