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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 | $28,763 | $73,839-61.0% | $143,788-80.0% | $68,495-58.0% |
| Participation rate | 43.7% | 66.7%-23.0pp | 80.3%-36.6pp | 67.9%-24.2pp |
| Annual return | -16.62% | 1.01%-17.6pp | -0.03%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,179 | $3,184-63.0% | $4,952-76.2% | $2,596-54.6% |
| Participant deferral / active EE | $4,871 | $3,384+43.9% | $5,638-13.6% | $4,028+20.9% |
| Admin fee / account holder | $6,329 | $5,755+10.0% | $14,675-56.9% | $5,403+17.1% |