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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 | $56,126 | $73,848-24.0% | $143,799-61.0% | $68,486-18.0% |
| Participation rate | 59.7% | 66.7%-7.0pp | 80.3%-20.6pp | 67.9%-8.2pp |
| Annual return | -15.67% | 0.91%-16.6pp | -0.04%-15.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $728 | $3,184-77.2% | $4,952-85.3% | $2,597-72.0% |
| Participant deferral / active EE | $1,777 | $3,385-47.5% | $5,638-68.5% | $4,028-55.9% |
| Admin fee / account holder | $3,651 | $5,755-36.6% | $14,677-75.1% | $5,404-32.4% |