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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 | $20,883 | $73,863-71.7% | $143,797-85.5% | $68,490-69.5% |
| Participation rate | 55.2% | 66.7%-11.5pp | 80.3%-25.1pp | 67.9%-12.7pp |
| Annual return | -18.94% | 0.91%-19.9pp | -0.04%-18.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $1,120 | $3,185-64.8% | $4,952-77.4% | $2,597-56.9% |
| Participant deferral / active EE | $2,787 | $3,385-17.7% | $5,638-50.6% | $4,028-30.8% |
| Admin fee / account holder | $649 | $5,756-88.7% | $14,679-95.6% | $5,403-88.0% |