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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 | $36,328 | $59,819-39.3% | $79,583-54.4% | $68,490-47.0% |
| Participation rate | 43.1% | 61.1%-17.9pp | 69.5%-26.4pp | 67.9%-24.8pp |
| Annual return | -18.64% | -12.30%-6.3pp | 0.16%-18.8pp | -7.85%-10.8pp |
| Employer contribution / active EE | $905 | $1,505-39.9% | $2,414-62.5% | $2,597-65.1% |
| Participant deferral / active EE | $2,180 | $3,025-27.9% | $3,986-45.3% | $4,028-45.9% |
| Admin fee / account holder | $1,274 | $4,835-73.7% | $6,835-81.4% | $5,403-76.4% |