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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 | $25,333 | $64,719-60.9% | $112,249-77.4% | $68,486-63.0% |
| Participation rate | 39.4% | 67.2%-27.8pp | 75.1%-35.7pp | 67.9%-28.5pp |
| Annual return | -18.97% | -11.40%-7.6pp | 27.48%-46.5pp | -7.85%-11.1pp |
| Employer contribution / active EE | $1,063 | $2,747-61.3% | $3,636-70.8% | $2,597-59.1% |
| Participant deferral / active EE | $2,238 | $3,565-37.2% | $4,729-52.7% | $4,028-44.4% |
| Admin fee / account holder | $960 | $5,232-81.6% | $6,412-85.0% | $5,404-82.2% |