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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 | $11,717 | $45,872-74.5% | $77,096-84.8% | $68,486-82.9% |
| Participation rate | 38.1% | 55.9%-17.8pp | 67.9%-29.8pp | 67.9%-29.7pp |
| Annual return | -18.57% | 1.73%-20.3pp | 42.35%-60.9pp | -7.85%-10.7pp |
| Employer contribution / active EE | $821 | $1,650-50.2% | $2,814-70.8% | $2,597-68.4% |
| Participant deferral / active EE | $1,962 | $2,963-33.8% | $4,429-55.7% | $4,028-51.3% |
| Admin fee / account holder | $2,878 | $3,041-5.4% | $5,428-47.0% | $5,404-46.7% |