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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 | $22,201 | $73,839-69.9% | $143,788-84.6% | $68,495-67.6% |
| Participation rate | 43.3% | 66.7%-23.3pp | 80.3%-37.0pp | 67.9%-24.6pp |
| Annual return | -16.72% | 1.01%-17.7pp | -0.03%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,398 | $3,184-56.1% | $4,952-71.8% | $2,596-46.1% |
| Participant deferral / active EE | $1,789 | $3,384-47.1% | $5,638-68.3% | $4,028-55.6% |
| Admin fee / account holder | $306 | $5,755-94.7% | $14,675-97.9% | $5,403-94.3% |