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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 | $21,017 | $73,839-71.5% | $143,788-85.4% | $68,495-69.3% |
| Participation rate | 44.8% | 66.7%-21.8pp | 80.3%-35.5pp | 67.9%-23.1pp |
| Annual return | -16.14% | 1.01%-17.2pp | -0.03%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,344 | $3,184-57.8% | $4,952-72.9% | $2,596-48.2% |
| Participant deferral / active EE | $2,337 | $3,384-30.9% | $5,638-58.5% | $4,028-42.0% |
| Admin fee / account holder | $1,314 | $5,755-77.2% | $14,675-91.0% | $5,403-75.7% |