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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 | $32,470 | $59,834-45.7% | $79,576-59.2% | $68,495-52.6% |
| Participation rate | 29.5% | 61.1%-31.6pp | 69.5%-40.0pp | 67.9%-38.4pp |
| Annual return | -17.22% | -12.30%-4.9pp | 0.15%-17.4pp | -7.84%-9.4pp |
| Employer contribution / active EE | $587 | $1,505-61.0% | $2,413-75.7% | $2,596-77.4% |
| Participant deferral / active EE | $1,802 | $3,024-40.4% | $3,985-54.8% | $4,028-55.3% |
| Admin fee / account holder | $6,450 | $4,835+33.4% | $6,834-5.6% | $5,403+19.4% |