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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 | $23,179 | $73,848-68.6% | $143,799-83.9% | $68,486-66.2% |
| Participation rate | 64.6% | 66.7%-2.0pp | 80.3%-15.7pp | 67.9%-3.3pp |
| Annual return | -14.33% | 0.91%-15.2pp | -0.04%-14.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $1,468 | $3,184-53.9% | $4,952-70.4% | $2,597-43.5% |
| Participant deferral / active EE | $2,228 | $3,385-34.2% | $5,638-60.5% | $4,028-44.7% |
| Admin fee / account holder | $1,103 | $5,755-80.8% | $14,677-92.5% | $5,404-79.6% |