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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 | $28,948 | $73,848-60.8% | $143,799-79.9% | $68,486-57.7% |
| Participation rate | 37.3% | 66.7%-29.3pp | 80.3%-43.0pp | 67.9%-30.6pp |
| Annual return | -16.36% | 0.91%-17.3pp | -0.04%-16.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $655 | $3,184-79.4% | $4,952-86.8% | $2,597-74.8% |
| Participant deferral / active EE | $1,011 | $3,385-70.1% | $5,638-82.1% | $4,028-74.9% |
| Admin fee / account holder | $1,561 | $5,755-72.9% | $14,677-89.4% | $5,404-71.1% |