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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 | $43,460 | $73,848-41.1% | $143,799-69.8% | $68,486-36.5% |
| Participation rate | 29.8% | 66.7%-36.8pp | 80.3%-50.5pp | 67.9%-38.1pp |
| Annual return | -14.87% | 0.91%-15.8pp | -0.04%-14.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $829 | $3,184-74.0% | $4,952-83.3% | $2,597-68.1% |
| Participant deferral / active EE | $1,334 | $3,385-60.6% | $5,638-76.3% | $4,028-66.9% |
| Admin fee / account holder | $1,740 | $5,755-69.8% | $14,677-88.1% | $5,404-67.8% |