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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 | $38,925 | $73,848-47.3% | $143,799-72.9% | $68,486-43.2% |
| Participation rate | 50.0% | 66.7%-16.7pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -18.50% | 0.91%-19.4pp | -0.04%-18.5pp | -7.85%-10.6pp |
| Employer contribution / active EE | $939 | $3,184-70.5% | $4,952-81.0% | $2,597-63.8% |
| Participant deferral / active EE | $4,260 | $3,385+25.9% | $5,638-24.5% | $4,028+5.8% |
| Admin fee / account holder | $3,311 | $5,755-42.5% | $14,677-77.4% | $5,404-38.7% |