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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 | $10,299 | $73,848-86.1% | $143,799-92.8% | $68,486-85.0% |
| Participation rate | 52.0% | 66.7%-14.7pp | 80.3%-28.3pp | 67.9%-15.9pp |
| Annual return | -18.26% | 0.91%-19.2pp | -0.04%-18.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $858 | $3,184-73.1% | $4,952-82.7% | $2,597-67.0% |
| Participant deferral / active EE | $1,553 | $3,385-54.1% | $5,638-72.5% | $4,028-61.4% |
| Admin fee / account holder | $690 | $5,755-88.0% | $14,677-95.3% | $5,404-87.2% |