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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 | $13,960 | $45,872-69.6% | $77,100-81.9% | $68,490-79.6% |
| Participation rate | 51.5% | 55.9%-4.5pp | 67.9%-16.5pp | 67.9%-16.4pp |
| Annual return | -14.29% | 1.73%-16.0pp | 42.35%-56.6pp | -7.85%-6.4pp |
| Employer contribution / active EE | $549 | $1,650-66.7% | $2,815-80.5% | $2,597-78.9% |
| Participant deferral / active EE | $1,019 | $2,963-65.6% | $4,430-77.0% | $4,028-74.7% |
| Admin fee / account holder | $494 | $3,041-83.8% | $5,443-90.9% | $5,403-90.9% |