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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 | $13,281 | $42,383-68.7% | $76,518-82.6% | $64,173-79.3% |
| Participation rate | 57.9% | 58.1%-0.2pp | 68.0%-10.1pp | 69.6%-11.7pp |
| Annual return | -8.81% | -16.54%+7.7pp | -0.27%-8.5pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,121 | $1,563-28.3% | $2,647-57.7% | $2,381-52.9% |
| Participant deferral / active EE | $2,034 | $2,566-20.8% | $3,836-47.0% | $3,470-41.4% |
| Admin fee / account holder | $1,177 | $3,198-63.2% | $4,849-75.7% | $4,887-75.9% |