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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 | $9,857 | $73,848-86.7% | $143,799-93.1% | $68,486-85.6% |
| Participation rate | 42.7% | 66.7%-24.0pp | 80.3%-37.6pp | 67.9%-25.2pp |
| Annual return | -19.25% | 0.91%-20.2pp | -0.04%-19.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $549 | $3,184-82.8% | $4,952-88.9% | $2,597-78.9% |
| Participant deferral / active EE | $1,852 | $3,385-45.3% | $5,638-67.2% | $4,028-54.0% |
| Admin fee / account holder | $793 | $5,755-86.2% | $14,677-94.6% | $5,404-85.3% |