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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 | $13,777 | $73,863-81.3% | $143,797-90.4% | $68,490-79.9% |
| Participation rate | 69.3% | 66.7%+2.7pp | 80.3%-11.0pp | 67.9%+1.4pp |
| Annual return | -16.34% | 0.91%-17.3pp | -0.04%-16.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,727 | $3,185-45.8% | $4,952-65.1% | $2,597-33.5% |
| Participant deferral / active EE | $3,049 | $3,385-9.9% | $5,638-45.9% | $4,028-24.3% |
| Admin fee / account holder | $1,165 | $5,756-79.8% | $14,679-92.1% | $5,403-78.4% |