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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 | $24,743 | $73,839-66.5% | $143,788-82.8% | $68,495-63.9% |
| Participation rate | 60.5% | 66.7%-6.2pp | 80.3%-19.8pp | 67.9%-7.4pp |
| Annual return | -16.47% | 1.01%-17.5pp | -0.03%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $994 | $3,184-68.8% | $4,952-79.9% | $2,596-61.7% |
| Participant deferral / active EE | $1,693 | $3,384-50.0% | $5,638-70.0% | $4,028-58.0% |
| Admin fee / account holder | $899 | $5,755-84.4% | $14,675-93.9% | $5,403-83.4% |