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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 | $31,103 | $73,863-57.9% | $143,797-78.4% | $68,490-54.6% |
| Participation rate | 43.6% | 66.7%-23.1pp | 80.3%-36.7pp | 67.9%-24.3pp |
| Annual return | -19.29% | 0.91%-20.2pp | -0.04%-19.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $818 | $3,185-74.3% | $4,952-83.5% | $2,597-68.5% |
| Participant deferral / active EE | $1,838 | $3,385-45.7% | $5,638-67.4% | $4,028-54.4% |
| Admin fee / account holder | $325 | $5,756-94.3% | $14,679-97.8% | $5,403-94.0% |