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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 | $15,884 | $45,872-65.4% | $77,081-79.4% | $68,495-76.8% |
| Participation rate | 59.5% | 55.9%+3.5pp | 67.9%-8.5pp | 67.9%-8.4pp |
| Annual return | -18.75% | 1.73%-20.5pp | 42.33%-61.1pp | -7.84%-10.9pp |
| Employer contribution / active EE | $350 | $1,650-78.8% | $2,813-87.6% | $2,596-86.5% |
| Participant deferral / active EE | $1,027 | $2,963-65.3% | $4,428-76.8% | $4,028-74.5% |
| Admin fee / account holder | $2,009 | $3,041-33.9% | $5,427-63.0% | $5,403-62.8% |