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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 | $30,939 | $73,839-58.1% | $143,788-78.5% | $68,495-54.8% |
| Participation rate | 37.3% | 66.7%-29.3pp | 80.3%-43.0pp | 67.9%-30.6pp |
| Annual return | -12.29% | 1.01%-13.3pp | -0.03%-12.3pp | -7.84%-4.4pp |
| Employer contribution / active EE | $514 | $3,184-83.9% | $4,952-89.6% | $2,596-80.2% |
| Participant deferral / active EE | $1,489 | $3,384-56.0% | $5,638-73.6% | $4,028-63.0% |
| Admin fee / account holder | $3,632 | $5,755-36.9% | $14,675-75.3% | $5,403-32.8% |