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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 | $14,294 | $45,872-68.8% | $77,096-81.5% | $68,486-79.1% |
| Participation rate | 45.6% | 55.9%-10.3pp | 67.9%-22.3pp | 67.9%-22.3pp |
| Annual return | -0.62% | 1.73%-2.3pp | 42.35%-43.0pp | -7.85%+7.2pp |
| Employer contribution / active EE | $972 | $1,650-41.0% | $2,814-65.4% | $2,597-62.5% |
| Participant deferral / active EE | $2,967 | $2,963+0.1% | $4,429-33.0% | $4,028-26.3% |
| Admin fee / account holder | $519 | $3,041-82.9% | $5,428-90.4% | $5,404-90.4% |