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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 | $38,785 | $73,839-47.5% | $143,788-73.0% | $68,495-43.4% |
| Participation rate | 50.0% | 66.7%-16.7pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -17.57% | 1.01%-18.6pp | -0.03%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $933 | $3,184-70.7% | $4,952-81.2% | $2,596-64.1% |
| Participant deferral / active EE | $2,925 | $3,384-13.6% | $5,638-48.1% | $4,028-27.4% |
| Admin fee / account holder | $1,732 | $5,755-69.9% | $14,675-88.2% | $5,403-67.9% |