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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 | $26,075 | $73,839-64.7% | $143,788-81.9% | $68,495-61.9% |
| Participation rate | 61.3% | 66.7%-5.4pp | 80.3%-19.0pp | 67.9%-6.6pp |
| Annual return | -18.90% | 1.01%-19.9pp | -0.03%-18.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,112 | $3,184-65.1% | $4,952-77.6% | $2,596-57.2% |
| Participant deferral / active EE | $2,525 | $3,384-25.4% | $5,638-55.2% | $4,028-37.3% |
| Admin fee / account holder | $983 | $5,755-82.9% | $14,675-93.3% | $5,403-81.8% |