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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 | $31,798 | $73,839-56.9% | $143,788-77.9% | $68,495-53.6% |
| Participation rate | 55.9% | 66.7%-10.8pp | 80.3%-24.4pp | 67.9%-12.0pp |
| Annual return | -9.95% | 1.01%-11.0pp | -0.03%-9.9pp | -7.84%-2.1pp |
| Employer contribution / active EE | $2,619 | $3,184-17.8% | $4,952-47.1% | $2,596+0.9% |
| Participant deferral / active EE | $7,090 | $3,384+109.5% | $5,638+25.8% | $4,028+76.0% |
| Admin fee / account holder | $1,245 | $5,755-78.4% | $14,675-91.5% | $5,403-76.9% |