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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 | $22,194 | $73,848-69.9% | $143,799-84.6% | $68,486-67.6% |
| Participation rate | 57.1% | 66.7%-9.5pp | 80.3%-23.2pp | 67.9%-10.8pp |
| Annual return | -16.34% | 0.91%-17.3pp | -0.04%-16.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,068 | $3,184-66.5% | $4,952-78.4% | $2,597-58.9% |
| Participant deferral / active EE | $1,415 | $3,385-58.2% | $5,638-74.9% | $4,028-64.9% |
| Admin fee / account holder | $3,947 | $5,755-31.4% | $14,677-73.1% | $5,404-27.0% |