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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 | $28,416 | $53,162-46.5% | $91,225-68.9% | $68,486-58.5% |
| Participation rate | 48.7% | 63.2%-14.5pp | 73.2%-24.5pp | 67.9%-19.2pp |
| Annual return | -15.41% | -3.14%-12.3pp | 114.12%-129.5pp | -7.85%-7.6pp |
| Employer contribution / active EE | $634 | $1,709-62.9% | $2,851-77.8% | $2,597-75.6% |
| Participant deferral / active EE | $1,620 | $2,974-45.5% | $4,233-61.7% | $4,028-59.8% |
| Admin fee / account holder | $2,018 | $4,493-55.1% | $5,422-62.8% | $5,404-62.7% |