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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 | $15,263 | $48,267-68.4% | $68,808-77.8% | $68,486-77.7% |
| Participation rate | 39.1% | 60.7%-21.5pp | 69.0%-29.9pp | 67.9%-28.8pp |
| Annual return | -12.58% | -12.70%+0.1pp | -6.37%-6.2pp | -7.85%-4.7pp |
| Employer contribution / active EE | $971 | $1,829-46.9% | $2,656-63.4% | $2,597-62.6% |
| Participant deferral / active EE | $1,611 | $2,867-43.8% | $3,942-59.1% | $4,028-60.0% |
| Admin fee / account holder | $2,554 | $4,362-41.5% | $4,936-48.3% | $5,404-52.7% |