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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 | $21,928 | $73,848-70.3% | $143,799-84.8% | $68,486-68.0% |
| Participation rate | 49.1% | 66.7%-17.6pp | 80.3%-31.3pp | 67.9%-18.8pp |
| Annual return | -13.54% | 0.91%-14.4pp | -0.04%-13.5pp | -7.85%-5.7pp |
| Employer contribution / active EE | $838 | $3,184-73.7% | $4,952-83.1% | $2,597-67.7% |
| Participant deferral / active EE | $1,417 | $3,385-58.1% | $5,638-74.9% | $4,028-64.8% |
| Admin fee / account holder | $3,926 | $5,755-31.8% | $14,677-73.2% | $5,404-27.3% |