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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 | $16,994 | $73,848-77.0% | $143,799-88.2% | $68,486-75.2% |
| Participation rate | 44.4% | 66.7%-22.2pp | 80.3%-35.9pp | 67.9%-23.4pp |
| Annual return | -18.05% | 0.91%-19.0pp | -0.04%-18.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $945 | $3,184-70.3% | $4,952-80.9% | $2,597-63.6% |
| Participant deferral / active EE | $2,822 | $3,385-16.6% | $5,638-50.0% | $4,028-29.9% |
| Admin fee / account holder | $1,809 | $5,755-68.6% | $14,677-87.7% | $5,404-66.5% |