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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 | $24,622 | $73,848-66.7% | $143,799-82.9% | $68,486-64.0% |
| Participation rate | 61.8% | 66.7%-4.9pp | 80.3%-18.6pp | 67.9%-6.1pp |
| Annual return | -11.16% | 0.91%-12.1pp | -0.04%-11.1pp | -7.85%-3.3pp |
| Employer contribution / active EE | $2,294 | $3,184-28.0% | $4,952-53.7% | $2,597-11.7% |
| Participant deferral / active EE | $1,079 | $3,385-68.1% | $5,638-80.9% | $4,028-73.2% |
| Admin fee / account holder | $7,488 | $5,755+30.1% | $14,677-49.0% | $5,404+38.6% |