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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 | $41,955 | $45,872-8.5% | $77,081-45.6% | $68,495-38.7% |
| Participation rate | 13.3% | 55.9%-42.6pp | 67.9%-54.6pp | 67.9%-54.6pp |
| Annual return | -19.21% | 1.73%-20.9pp | 42.33%-61.5pp | -7.84%-11.4pp |
| Employer contribution / active EE | $569 | $1,650-65.5% | $2,813-79.8% | $2,596-78.1% |
| Participant deferral / active EE | $1,307 | $2,963-55.9% | $4,428-70.5% | $4,028-67.5% |
| Admin fee / account holder | $4,890 | $3,041+60.8% | $5,427-9.9% | $5,403-9.5% |