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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 | $51,104 | $59,813-14.6% | $79,580-35.8% | $68,486-25.4% |
| Participation rate | 53.8% | 61.1%-7.2pp | 69.5%-15.6pp | 67.9%-14.0pp |
| Annual return | -9.52% | -12.30%+2.8pp | 0.15%-9.7pp | -7.85%-1.7pp |
| Employer contribution / active EE | $790 | $1,505-47.5% | $2,413-67.2% | $2,597-69.6% |
| Participant deferral / active EE | $1,797 | $3,024-40.6% | $3,985-54.9% | $4,028-55.4% |
| Admin fee / account holder | $420 | $4,835-91.3% | $6,835-93.9% | $5,404-92.2% |