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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 | $60,185 | $73,848-18.5% | $143,799-58.1% | $68,486-12.1% |
| Participation rate | 56.0% | 66.7%-10.7pp | 80.3%-24.3pp | 67.9%-11.9pp |
| Annual return | -17.08% | 0.91%-18.0pp | -0.04%-17.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $991 | $3,184-68.9% | $4,952-80.0% | $2,597-61.8% |
| Participant deferral / active EE | $3,338 | $3,385-1.4% | $5,638-40.8% | $4,028-17.1% |
| Admin fee / account holder | $2,811 | $5,755-51.2% | $14,677-80.8% | $5,404-48.0% |