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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 | $16,334 | $73,839-77.9% | $143,788-88.6% | $68,495-76.2% |
| Participation rate | 54.9% | 66.7%-11.8pp | 80.3%-25.4pp | 67.9%-13.0pp |
| Annual return | -19.15% | 1.01%-20.2pp | -0.03%-19.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $771 | $3,184-75.8% | $4,952-84.4% | $2,596-70.3% |
| Participant deferral / active EE | $2,060 | $3,384-39.1% | $5,638-63.5% | $4,028-48.8% |
| Admin fee / account holder | $478 | $5,755-91.7% | $14,675-96.7% | $5,403-91.2% |