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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 | $18,009 | $45,872-60.7% | $77,081-76.6% | $68,495-73.7% |
| Participation rate | 67.9% | 55.9%+11.9pp | 67.9%-0.1pp | 67.9%0pp |
| Annual return | -19.94% | 1.73%-21.7pp | 42.33%-62.3pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,090 | $1,650-33.9% | $2,813-61.3% | $2,596-58.0% |
| Participant deferral / active EE | $2,983 | $2,963+0.7% | $4,428-32.6% | $4,028-25.9% |
| Admin fee / account holder | $956 | $3,041-68.6% | $5,427-82.4% | $5,403-82.3% |