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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 | $27,737 | $73,848-62.4% | $143,799-80.7% | $68,486-59.5% |
| Participation rate | 57.6% | 66.7%-9.1pp | 80.3%-22.7pp | 67.9%-10.3pp |
| Annual return | -12.91% | 0.91%-13.8pp | -0.04%-12.9pp | -7.85%-5.1pp |
| Employer contribution / active EE | $1,597 | $3,184-49.8% | $4,952-67.7% | $2,597-38.5% |
| Participant deferral / active EE | $1,488 | $3,385-56.0% | $5,638-73.6% | $4,028-63.1% |
| Admin fee / account holder | $1,364 | $5,755-76.3% | $14,677-90.7% | $5,404-74.8% |