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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 | $33,921 | $73,839-54.1% | $143,788-76.4% | $68,495-50.5% |
| Participation rate | 46.0% | 66.7%-20.6pp | 80.3%-34.3pp | 67.9%-21.9pp |
| Annual return | -12.55% | 1.01%-13.6pp | -0.03%-12.5pp | -7.84%-4.7pp |
| Employer contribution / active EE | $673 | $3,184-78.9% | $4,952-86.4% | $2,596-74.1% |
| Participant deferral / active EE | $1,352 | $3,384-60.1% | $5,638-76.0% | $4,028-66.4% |
| Admin fee / account holder | $9,499 | $5,755+65.1% | $14,675-35.3% | $5,403+75.8% |