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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 | $12,935 | $73,848-82.5% | $143,799-91.0% | $68,486-81.1% |
| Participation rate | 62.1% | 66.7%-4.6pp | 80.3%-18.2pp | 67.9%-5.8pp |
| Annual return | -13.17% | 0.91%-14.1pp | -0.04%-13.1pp | -7.85%-5.3pp |
| Employer contribution / active EE | $2,286 | $3,184-28.2% | $4,952-53.8% | $2,597-12.0% |
| Participant deferral / active EE | $5,201 | $3,385+53.7% | $5,638-7.8% | $4,028+29.1% |
| Admin fee / account holder | $724 | $5,755-87.4% | $14,677-95.1% | $5,404-86.6% |