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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 | $13,193 | $45,872-71.2% | $77,100-82.9% | $68,490-80.7% |
| Participation rate | 58.2% | 55.9%+2.2pp | 67.9%-9.8pp | 67.9%-9.7pp |
| Annual return | -13.56% | 1.73%-15.3pp | 42.35%-55.9pp | -7.85%-5.7pp |
| Employer contribution / active EE | $955 | $1,650-42.1% | $2,815-66.1% | $2,597-63.2% |
| Participant deferral / active EE | $1,507 | $2,963-49.1% | $4,430-66.0% | $4,028-62.6% |
| Admin fee / account holder | $1,437 | $3,041-52.7% | $5,443-73.6% | $5,403-73.4% |