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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 | $62,242 | $59,834+4.0% | $79,576-21.8% | $68,495-9.1% |
| Participation rate | 12.2% | 61.1%-48.9pp | 69.5%-57.3pp | 67.9%-55.7pp |
| Annual return | -13.04% | -12.30%-0.7pp | 0.15%-13.2pp | -7.84%-5.2pp |
| Employer contribution / active EE | $600 | $1,505-60.1% | $2,413-75.1% | $2,596-76.9% |
| Participant deferral / active EE | $1,417 | $3,024-53.1% | $3,985-64.4% | $4,028-64.8% |
| Admin fee / account holder | $691 | $4,835-85.7% | $6,834-89.9% | $5,403-87.2% |