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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 | $10,211 | $73,863-86.2% | $143,797-92.9% | $68,490-85.1% |
| Participation rate | 61.4% | 66.7%-5.2pp | 80.3%-18.9pp | 67.9%-6.5pp |
| Annual return | -11.96% | 0.91%-12.9pp | -0.04%-11.9pp | -7.85%-4.1pp |
| Employer contribution / active EE | $1,361 | $3,185-57.3% | $4,952-72.5% | $2,597-47.6% |
| Participant deferral / active EE | $2,407 | $3,385-28.9% | $5,638-57.3% | $4,028-40.2% |
| Admin fee / account holder | $910 | $5,756-84.2% | $14,679-93.8% | $5,403-83.2% |