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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 | $11,531 | $73,863-84.4% | $143,797-92.0% | $68,490-83.2% |
| Participation rate | 42.9% | 66.7%-23.8pp | 80.3%-37.5pp | 67.9%-25.0pp |
| Annual return | -12.24% | 0.91%-13.1pp | -0.04%-12.2pp | -7.85%-4.4pp |
| Employer contribution / active EE | $636 | $3,185-80.0% | $4,952-87.2% | $2,597-75.5% |
| Participant deferral / active EE | $1,415 | $3,385-58.2% | $5,638-74.9% | $4,028-64.9% |
| Admin fee / account holder | $779 | $5,756-86.5% | $14,679-94.7% | $5,403-85.6% |