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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 | $61,023 | $73,863-17.4% | $143,797-57.6% | $68,490-10.9% |
| Participation rate | 36.4% | 66.7%-30.3pp | 80.3%-44.0pp | 67.9%-31.5pp |
| Annual return | -15.12% | 0.91%-16.0pp | -0.04%-15.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $615 | $3,185-80.7% | $4,952-87.6% | $2,597-76.3% |
| Participant deferral / active EE | $2,692 | $3,385-20.5% | $5,638-52.3% | $4,028-33.2% |
| Admin fee / account holder | $3,879 | $5,756-32.6% | $14,679-73.6% | $5,403-28.2% |