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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 | $36,627 | $73,848-50.4% | $143,799-74.5% | $68,486-46.5% |
| Participation rate | 65.9% | 66.7%-0.8pp | 80.3%-14.5pp | 67.9%-2.0pp |
| Annual return | -15.23% | 0.91%-16.1pp | -0.04%-15.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $550 | $3,184-82.7% | $4,952-88.9% | $2,597-78.8% |
| Participant deferral / active EE | $3,253 | $3,385-3.9% | $5,638-42.3% | $4,028-19.2% |
| Admin fee / account holder | $8,736 | $5,755+51.8% | $14,677-40.5% | $5,404+61.7% |