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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 | $19,924 | $64,729-69.2% | $112,263-82.3% | $68,490-70.9% |
| Participation rate | 36.8% | 67.2%-30.3pp | 75.1%-38.2pp | 67.9%-31.1pp |
| Annual return | -18.50% | -11.40%-7.1pp | 27.49%-46.0pp | -7.85%-10.6pp |
| Employer contribution / active EE | $1,155 | $2,746-57.9% | $3,636-68.2% | $2,597-55.5% |
| Participant deferral / active EE | $2,055 | $3,566-42.4% | $4,729-56.5% | $4,028-49.0% |
| Admin fee / account holder | $2,850 | $5,222-45.4% | $6,410-55.5% | $5,403-47.2% |