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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 | $29,050 | $45,872-36.7% | $77,096-62.3% | $68,486-57.6% |
| Participation rate | 35.3% | 55.9%-20.6pp | 67.9%-32.6pp | 67.9%-32.6pp |
| Annual return | -18.87% | 1.73%-20.6pp | 42.35%-61.2pp | -7.85%-11.0pp |
| Employer contribution / active EE | $662 | $1,650-59.9% | $2,814-76.5% | $2,597-74.5% |
| Participant deferral / active EE | $2,405 | $2,963-18.8% | $4,429-45.7% | $4,028-40.3% |
| Admin fee / account holder | $942 | $3,041-69.0% | $5,428-82.6% | $5,404-82.6% |