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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 | $28,010 | $81,870-65.8% | $119,634-76.6% | $68,490-59.1% |
| Participation rate | 65.8% | 71.9%-6.1pp | 79.3%-13.5pp | 67.9%-2.1pp |
| Annual return | -15.50% | -23.82%+8.3pp | -14.98%-0.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $1,197 | $2,692-55.5% | $4,232-71.7% | $2,597-53.9% |
| Participant deferral / active EE | $2,124 | $4,148-48.8% | $5,601-62.1% | $4,028-47.3% |
| Admin fee / account holder | $9,958 | $6,583+51.3% | $10,329-3.6% | $5,403+84.3% |