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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 | $9,901 | $45,872-78.4% | $77,081-87.2% | $68,495-85.5% |
| Participation rate | 57.1% | 55.9%+1.2pp | 67.9%-10.8pp | 67.9%-10.7pp |
| Annual return | -18.02% | 1.73%-19.7pp | 42.33%-60.3pp | -7.84%-10.2pp |
| Employer contribution / active EE | $794 | $1,650-51.9% | $2,813-71.8% | $2,596-69.4% |
| Participant deferral / active EE | $1,700 | $2,963-42.6% | $4,428-61.6% | $4,028-57.8% |
| Admin fee / account holder | $766 | $3,041-74.8% | $5,427-85.9% | $5,403-85.8% |