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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 | $31,594 | $73,848-57.2% | $143,799-78.0% | $68,486-53.9% |
| Participation rate | 40.0% | 66.7%-26.7pp | 80.3%-40.3pp | 67.9%-27.9pp |
| Annual return | -17.03% | 0.91%-17.9pp | -0.04%-17.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,404 | $3,184-55.9% | $4,952-71.7% | $2,597-45.9% |
| Participant deferral / active EE | $2,459 | $3,385-27.3% | $5,638-56.4% | $4,028-38.9% |
| Admin fee / account holder | $970 | $5,755-83.1% | $14,677-93.4% | $5,404-82.0% |