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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 | $8,417 | $45,872-81.7% | $77,081-89.1% | $68,495-87.7% |
| Participation rate | 31.0% | 55.9%-24.9pp | 67.9%-36.9pp | 67.9%-36.9pp |
| Annual return | -14.63% | 1.73%-16.4pp | 42.33%-57.0pp | -7.84%-6.8pp |
| Employer contribution / active EE | $298 | $1,650-81.9% | $2,813-89.4% | $2,596-88.5% |
| Participant deferral / active EE | $998 | $2,963-66.3% | $4,428-77.5% | $4,028-75.2% |
| Admin fee / account holder | $573 | $3,041-81.2% | $5,427-89.4% | $5,403-89.4% |