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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 | $60,257 | $59,813+0.7% | $79,580-24.3% | $68,486-12.0% |
| Participation rate | 9.4% | 61.1%-51.6pp | 69.5%-60.1pp | 67.9%-58.5pp |
| Annual return | -10.00% | -12.30%+2.3pp | 0.15%-10.2pp | -7.85%-2.2pp |
| Employer contribution / active EE | $496 | $1,505-67.0% | $2,413-79.4% | $2,597-80.9% |
| Participant deferral / active EE | $1,457 | $3,024-51.8% | $3,985-63.5% | $4,028-63.8% |
| Admin fee / account holder | $1,053 | $4,835-78.2% | $6,835-84.6% | $5,404-80.5% |