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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 | $13,990 | $42,909-67.4% | $60,906-77.0% | $68,486-79.6% |
| Participation rate | 30.2% | 66.8%-36.6pp | 73.1%-42.9pp | 67.9%-37.7pp |
| Annual return | -8.07% | -13.99%+5.9pp | 16.94%-25.0pp | -7.85%-0.2pp |
| Employer contribution / active EE | $657 | $1,979-66.8% | $2,703-75.7% | $2,597-74.7% |
| Participant deferral / active EE | $1,339 | $2,866-53.3% | $3,814-64.9% | $4,028-66.8% |
| Admin fee / account holder | $13,143 | $3,104+323.4% | $3,227+307.3% | $5,404+143.2% |