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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 | $22,871 | $64,729-64.7% | $112,263-79.6% | $68,490-66.6% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -19.26% | -11.40%-7.9pp | 27.49%-46.8pp | -7.85%-11.4pp |
| Employer contribution / active EE | $1,808 | $2,746-34.2% | $3,636-50.3% | $2,597-30.4% |
| Participant deferral / active EE | $2,934 | $3,566-17.7% | $4,729-38.0% | $4,028-27.1% |
| Admin fee / account holder | $3,022 | $5,222-42.1% | $6,410-52.9% | $5,403-44.1% |