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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 | $21,113 | $59,834-64.7% | $79,576-73.5% | $68,495-69.2% |
| Participation rate | 66.0% | 61.1%+4.9pp | 69.5%-3.5pp | 67.9%-1.9pp |
| Annual return | -14.05% | -12.30%-1.8pp | 0.15%-14.2pp | -7.84%-6.2pp |
| Employer contribution / active EE | $790 | $1,505-47.5% | $2,413-67.2% | $2,596-69.6% |
| Participant deferral / active EE | $2,020 | $3,024-33.2% | $3,985-49.3% | $4,028-49.8% |
| Admin fee / account holder | $895 | $4,835-81.5% | $6,834-86.9% | $5,403-83.4% |