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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 | $10,060 | $73,848-86.4% | $143,799-93.0% | $68,486-85.3% |
| Participation rate | 69.2% | 66.7%+2.6pp | 80.3%-11.1pp | 67.9%+1.3pp |
| Annual return | -10.71% | 0.91%-11.6pp | -0.04%-10.7pp | -7.85%-2.9pp |
| Employer contribution / active EE | $1,221 | $3,184-61.7% | $4,952-75.4% | $2,597-53.0% |
| Participant deferral / active EE | $2,127 | $3,385-37.1% | $5,638-62.3% | $4,028-47.2% |
| Admin fee / account holder | $2,482 | $5,755-56.9% | $14,677-83.1% | $5,404-54.1% |