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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 | $36,643 | $73,848-50.4% | $143,799-74.5% | $68,486-46.5% |
| Participation rate | 59.6% | 66.7%-7.1pp | 80.3%-20.8pp | 67.9%-8.3pp |
| Annual return | -15.93% | 0.91%-16.8pp | -0.04%-15.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $808 | $3,184-74.6% | $4,952-83.7% | $2,597-68.9% |
| Participant deferral / active EE | $2,862 | $3,385-15.4% | $5,638-49.2% | $4,028-28.9% |
| Admin fee / account holder | $2,800 | $5,755-51.3% | $14,677-80.9% | $5,404-48.2% |