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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 | $26,203 | $73,848-64.5% | $143,799-81.8% | $68,486-61.7% |
| Participation rate | 63.6% | 66.7%-3.0pp | 80.3%-16.7pp | 67.9%-4.3pp |
| Annual return | -18.23% | 0.91%-19.1pp | -0.04%-18.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $1,118 | $3,184-64.9% | $4,952-77.4% | $2,597-56.9% |
| Participant deferral / active EE | $2,287 | $3,385-32.4% | $5,638-59.4% | $4,028-43.2% |
| Admin fee / account holder | $2,297 | $5,755-60.1% | $14,677-84.3% | $5,404-57.5% |