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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 | $38,078 | $73,839-48.4% | $143,788-73.5% | $68,495-44.4% |
| Participation rate | 60.0% | 66.7%-6.7pp | 80.3%-20.3pp | 67.9%-7.9pp |
| Annual return | -13.16% | 1.01%-14.2pp | -0.03%-13.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,119 | $3,184-64.9% | $4,952-77.4% | $2,596-56.9% |
| Participant deferral / active EE | $1,220 | $3,384-64.0% | $5,638-78.4% | $4,028-69.7% |
| Admin fee / account holder | $4,653 | $5,755-19.1% | $14,675-68.3% | $5,403-13.9% |