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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 | $21,754 | $73,867-70.5% | $143,770-84.9% | $68,498-68.2% |
| Participation rate | 60.9% | 66.7%-5.8pp | 80.3%-19.4pp | 67.9%-7.0pp |
| Annual return | -15.92% | 1.01%-16.9pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $776 | $3,184-75.6% | $4,951-84.3% | $2,596-70.1% |
| Participant deferral / active EE | $1,088 | $3,384-67.8% | $5,638-80.7% | $4,027-73.0% |
| Admin fee / account holder | $710 | $5,755-87.7% | $14,673-95.2% | $5,403-86.9% |