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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 | $33,889 | $77,817-56.5% | $123,553-72.6% | $64,173-47.2% |
| Participation rate | 40.7% | 74.7%-34.1pp | 82.3%-41.6pp | 69.6%-28.9pp |
| Annual return | -7.59% | 12.49%-20.1pp | 119.21%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $739 | $3,014-75.5% | $4,628-84.0% | $2,381-68.9% |
| Participant deferral / active EE | $2,581 | $5,240-50.7% | $6,426-59.8% | $3,470-25.6% |
| Admin fee / account holder | $1,272 | $5,519-76.9% | $9,284-86.3% | $4,887-74.0% |