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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 | $18,338 | $59,834-69.4% | $79,576-77.0% | $68,495-73.2% |
| Participation rate | 37.1% | 61.1%-23.9pp | 69.5%-32.3pp | 67.9%-30.7pp |
| Annual return | -18.31% | -12.30%-6.0pp | 0.15%-18.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $776 | $1,505-48.4% | $2,413-67.8% | $2,596-70.1% |
| Participant deferral / active EE | $1,553 | $3,024-48.7% | $3,985-61.0% | $4,028-61.4% |
| Admin fee / account holder | $1,046 | $4,835-78.4% | $6,834-84.7% | $5,403-80.7% |