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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 | $16,081 | $45,872-64.9% | $77,096-79.1% | $68,486-76.5% |
| Participation rate | 57.1% | 55.9%+1.2pp | 67.9%-10.8pp | 67.9%-10.8pp |
| Annual return | -15.43% | 1.73%-17.2pp | 42.35%-57.8pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,367 | $1,650-17.1% | $2,814-51.4% | $2,597-47.4% |
| Participant deferral / active EE | $2,347 | $2,963-20.8% | $4,429-47.0% | $4,028-41.7% |
| Admin fee / account holder | $792 | $3,041-73.9% | $5,428-85.4% | $5,404-85.3% |