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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 | $27,040 | $64,716-58.2% | $112,258-75.9% | $68,495-60.5% |
| Participation rate | 40.0% | 67.2%-27.2pp | 75.1%-35.1pp | 67.9%-27.9pp |
| Annual return | -18.57% | -11.40%-7.2pp | 27.47%-46.0pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,024 | $2,746-62.7% | $3,636-71.8% | $2,596-60.6% |
| Participant deferral / active EE | $1,811 | $3,565-49.2% | $4,728-61.7% | $4,028-55.0% |
| Admin fee / account holder | $1,381 | $5,232-73.6% | $6,411-78.5% | $5,403-74.4% |