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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 | $27,865 | $73,839-62.3% | $143,788-80.6% | $68,495-59.3% |
| Participation rate | 66.7% | 66.7%0pp | 80.3%-13.6pp | 67.9%-1.2pp |
| Annual return | -14.07% | 1.01%-15.1pp | -0.03%-14.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $496 | $3,184-84.4% | $4,952-90.0% | $2,596-80.9% |
| Participant deferral / active EE | $1,800 | $3,384-46.8% | $5,638-68.1% | $4,028-55.3% |
| Admin fee / account holder | $892 | $5,755-84.5% | $14,675-93.9% | $5,403-83.5% |