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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 | $16,530 | $73,863-77.6% | $143,797-88.5% | $68,490-75.9% |
| Participation rate | 54.7% | 66.7%-12.0pp | 80.3%-25.6pp | 67.9%-13.2pp |
| Annual return | -17.77% | 0.91%-18.7pp | -0.04%-17.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $1,018 | $3,185-68.0% | $4,952-79.4% | $2,597-60.8% |
| Participant deferral / active EE | $1,966 | $3,385-41.9% | $5,638-65.1% | $4,028-51.2% |
| Admin fee / account holder | $948 | $5,756-83.5% | $14,679-93.5% | $5,403-82.5% |