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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 | $21,954 | $64,729-66.1% | $112,263-80.4% | $68,490-67.9% |
| Participation rate | 38.9% | 67.2%-28.3pp | 75.1%-36.2pp | 67.9%-29.0pp |
| Annual return | -15.44% | -11.40%-4.0pp | 27.49%-42.9pp | -7.85%-7.6pp |
| Employer contribution / active EE | $698 | $2,746-74.6% | $3,636-80.8% | $2,597-73.1% |
| Participant deferral / active EE | $2,353 | $3,566-34.0% | $4,729-50.2% | $4,028-41.6% |
| Admin fee / account holder | $2,007 | $5,222-61.6% | $6,410-68.7% | $5,403-62.9% |