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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 | $20,907 | $53,162-60.7% | $91,225-77.1% | $68,495-69.5% |
| Participation rate | 53.8% | 63.2%-9.4pp | 73.2%-19.4pp | 67.9%-14.0pp |
| Annual return | -19.19% | -3.14%-16.0pp | 114.10%-133.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $987 | $1,709-42.3% | $2,851-65.4% | $2,596-62.0% |
| Participant deferral / active EE | $3,425 | $2,974+15.2% | $4,234-19.1% | $4,028-15.0% |
| Admin fee / account holder | $714 | $4,493-84.1% | $5,422-86.8% | $5,403-86.8% |