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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 | $12,147 | $73,839-83.5% | $143,788-91.6% | $68,495-82.3% |
| Participation rate | 48.1% | 66.7%-18.6pp | 80.3%-32.3pp | 67.9%-19.8pp |
| Annual return | -17.90% | 1.01%-18.9pp | -0.03%-17.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $527 | $3,184-83.4% | $4,952-89.4% | $2,596-79.7% |
| Participant deferral / active EE | $1,493 | $3,384-55.9% | $5,638-73.5% | $4,028-62.9% |
| Admin fee / account holder | $1,937 | $5,755-66.3% | $14,675-86.8% | $5,403-64.2% |