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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 | $8,875 | $48,235-81.6% | $68,803-87.1% | $68,490-87.0% |
| Participation rate | 38.3% | 60.7%-22.4pp | 69.0%-30.7pp | 67.9%-29.6pp |
| Annual return | -12.53% | -12.70%+0.2pp | -6.37%-6.2pp | -7.85%-4.7pp |
| Employer contribution / active EE | $1,314 | $1,829-28.1% | $2,656-50.5% | $2,597-49.4% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $634 | $4,361-85.5% | $4,936-87.2% | $5,403-88.3% |