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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 | $11,339 | $53,162-78.7% | $91,225-87.6% | $68,495-83.4% |
| Participation rate | 33.3% | 63.2%-29.9pp | 73.2%-39.9pp | 67.9%-34.6pp |
| Annual return | -16.13% | -3.14%-13.0pp | 114.10%-130.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $936 | $1,709-45.2% | $2,851-67.2% | $2,596-63.9% |
| Participant deferral / active EE | $1,074 | $2,974-63.9% | $4,234-74.6% | $4,028-73.3% |
| Admin fee / account holder | $309 | $4,493-93.1% | $5,422-94.3% | $5,403-94.3% |