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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 | $26,273 | $73,863-64.4% | $143,797-81.7% | $68,490-61.6% |
| Participation rate | 58.3% | 66.7%-8.3pp | 80.3%-22.0pp | 67.9%-9.6pp |
| Annual return | -16.49% | 0.91%-17.4pp | -0.04%-16.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $693 | $3,185-78.2% | $4,952-86.0% | $2,597-73.3% |
| Participant deferral / active EE | $1,418 | $3,385-58.1% | $5,638-74.9% | $4,028-64.8% |
| Admin fee / account holder | $4,919 | $5,756-14.5% | $14,679-66.5% | $5,403-9.0% |