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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 | $24,446 | $53,162-54.0% | $91,227-73.2% | $68,490-64.3% |
| Participation rate | 37.5% | 63.2%-25.7pp | 73.2%-35.7pp | 67.9%-30.4pp |
| Annual return | -14.43% | -3.14%-11.3pp | 114.14%-128.6pp | -7.85%-6.6pp |
| Employer contribution / active EE | $780 | $1,709-54.4% | $2,851-72.6% | $2,597-70.0% |
| Participant deferral / active EE | $1,704 | $2,974-42.7% | $4,234-59.7% | $4,028-57.7% |
| Admin fee / account holder | $5,504 | $4,493+22.5% | $5,423+1.5% | $5,403+1.9% |