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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 | $6,273 | $25,979-75.9% | $71,702-91.3% | $68,495-90.8% |
| Participation rate | 26.2% | 54.5%-28.3pp | 62.3%-36.2pp | 67.9%-41.7pp |
| Annual return | -9.74% | -15.10%+5.4pp | 9.14%-18.9pp | -7.84%-1.9pp |
| Employer contribution / active EE | $562 | $900-37.6% | $1,704-67.0% | $2,596-78.4% |
| Participant deferral / active EE | $2,295 | $1,522+50.8% | $2,658-13.6% | $4,028-43.0% |
| Admin fee / account holder | $684 | $2,022-66.2% | $3,974-82.8% | $5,403-87.3% |