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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 | $38,148 | $73,839-48.3% | $143,788-73.5% | $68,495-44.3% |
| Participation rate | 54.9% | 66.7%-11.7pp | 80.3%-25.4pp | 67.9%-12.9pp |
| Annual return | -17.28% | 1.01%-18.3pp | -0.03%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $688 | $3,184-78.4% | $4,952-86.1% | $2,596-73.5% |
| Participant deferral / active EE | $1,883 | $3,384-44.4% | $5,638-66.6% | $4,028-53.2% |
| Admin fee / account holder | $536 | $5,755-90.7% | $14,675-96.4% | $5,403-90.1% |