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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 | $30,487 | $73,839-58.7% | $143,788-78.8% | $68,495-55.5% |
| Participation rate | 60.0% | 66.7%-6.7pp | 80.3%-20.3pp | 67.9%-7.9pp |
| Annual return | -15.17% | 1.01%-16.2pp | -0.03%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,246 | $3,184-60.9% | $4,952-74.8% | $2,596-52.0% |
| Participant deferral / active EE | $3,942 | $3,384+16.5% | $5,638-30.1% | $4,028-2.1% |
| Admin fee / account holder | $3,844 | $5,755-33.2% | $14,675-73.8% | $5,403-28.9% |