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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 | $16,215 | $73,848-78.0% | $143,799-88.7% | $68,486-76.3% |
| Participation rate | 52.4% | 66.7%-14.3pp | 80.3%-27.9pp | 67.9%-15.5pp |
| Annual return | -17.23% | 0.91%-18.1pp | -0.04%-17.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,076 | $3,184-66.2% | $4,952-78.3% | $2,597-58.6% |
| Participant deferral / active EE | $1,554 | $3,385-54.1% | $5,638-72.4% | $4,028-61.4% |
| Admin fee / account holder | $2,996 | $5,755-47.9% | $14,677-79.6% | $5,404-44.6% |