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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 | $20,502 | $73,848-72.2% | $143,799-85.7% | $68,486-70.1% |
| Participation rate | 64.9% | 66.7%-1.7pp | 80.3%-15.4pp | 67.9%-3.0pp |
| Annual return | -14.16% | 0.91%-15.1pp | -0.04%-14.1pp | -7.85%-6.3pp |
| Employer contribution / active EE | $1,944 | $3,184-39.0% | $4,952-60.7% | $2,597-25.1% |
| Participant deferral / active EE | $4,869 | $3,385+43.8% | $5,638-13.7% | $4,028+20.9% |
| Admin fee / account holder | $367 | $5,755-93.6% | $14,677-97.5% | $5,404-93.2% |