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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 | $29,093 | $73,848-60.6% | $143,799-79.8% | $68,486-57.5% |
| Participation rate | 69.7% | 66.7%+3.0pp | 80.3%-10.6pp | 67.9%+1.8pp |
| Annual return | -16.29% | 0.91%-17.2pp | -0.04%-16.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $706 | $3,184-77.8% | $4,952-85.7% | $2,597-72.8% |
| Participant deferral / active EE | $2,163 | $3,385-36.1% | $5,638-61.6% | $4,028-46.3% |
| Admin fee / account holder | $2,010 | $5,755-65.1% | $14,677-86.3% | $5,404-62.8% |