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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 | $18,285 | $73,839-75.2% | $143,788-87.3% | $68,495-73.3% |
| Participation rate | 35.3% | 66.7%-31.4pp | 80.3%-45.0pp | 67.9%-32.6pp |
| Annual return | -10.45% | 1.01%-11.5pp | -0.03%-10.4pp | -7.84%-2.6pp |
| Employer contribution / active EE | $559 | $3,184-82.4% | $4,952-88.7% | $2,596-78.5% |
| Participant deferral / active EE | $2,050 | $3,384-39.4% | $5,638-63.6% | $4,028-49.1% |
| Admin fee / account holder | $3,271 | $5,755-43.2% | $14,675-77.7% | $5,403-39.5% |