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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 | $23,481 | $59,813-60.7% | $79,580-70.5% | $68,486-65.7% |
| Participation rate | 44.0% | 61.1%-17.1pp | 69.5%-25.5pp | 67.9%-23.9pp |
| Annual return | -12.14% | -12.30%+0.2pp | 0.15%-12.3pp | -7.85%-4.3pp |
| Employer contribution / active EE | $1,289 | $1,505-14.4% | $2,413-46.6% | $2,597-50.4% |
| Participant deferral / active EE | $5,210 | $3,024+72.3% | $3,985+30.7% | $4,028+29.4% |
| Admin fee / account holder | $2,743 | $4,835-43.3% | $6,835-59.9% | $5,404-49.2% |