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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 | $54,992 | $73,863-25.5% | $143,797-61.8% | $68,490-19.7% |
| Participation rate | 51.6% | 66.7%-15.1pp | 80.3%-28.7pp | 67.9%-16.3pp |
| Annual return | -18.75% | 0.91%-19.7pp | -0.04%-18.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $902 | $3,185-71.7% | $4,952-81.8% | $2,597-65.3% |
| Participant deferral / active EE | $2,177 | $3,385-35.7% | $5,638-61.4% | $4,028-46.0% |
| Admin fee / account holder | $909 | $5,756-84.2% | $14,679-93.8% | $5,403-83.2% |