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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 | $23,784 | $73,839-67.8% | $143,788-83.5% | $68,495-65.3% |
| Participation rate | 60.3% | 66.7%-6.4pp | 80.3%-20.1pp | 67.9%-7.6pp |
| Annual return | -13.75% | 1.01%-14.8pp | -0.03%-13.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,386 | $3,184-56.5% | $4,952-72.0% | $2,596-46.6% |
| Participant deferral / active EE | $3,979 | $3,384+17.6% | $5,638-29.4% | $4,028-1.2% |
| Admin fee / account holder | $1,245 | $5,755-78.4% | $14,675-91.5% | $5,403-77.0% |