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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 | $13,167 | $45,872-71.3% | $77,100-82.9% | $68,490-80.8% |
| Participation rate | 56.9% | 55.9%+0.9pp | 67.9%-11.1pp | 67.9%-11.0pp |
| Annual return | -10.61% | 1.73%-12.3pp | 42.35%-53.0pp | -7.85%-2.8pp |
| Employer contribution / active EE | $1,129 | $1,650-31.5% | $2,815-59.9% | $2,597-56.5% |
| Participant deferral / active EE | $1,215 | $2,963-59.0% | $4,430-72.6% | $4,028-69.8% |
| Admin fee / account holder | $357 | $3,041-88.3% | $5,443-93.4% | $5,403-93.4% |