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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 | $11,074 | $42,383-73.9% | $76,518-85.5% | $64,173-82.7% |
| Participation rate | 64.1% | 58.1%+5.9pp | 68.0%-3.9pp | 69.6%-5.5pp |
| Annual return | -6.67% | -16.54%+9.9pp | -0.27%-6.4pp | 7.63%-14.3pp |
| Employer contribution / active EE | $624 | $1,563-60.1% | $2,647-76.4% | $2,381-73.8% |
| Participant deferral / active EE | $1,416 | $2,566-44.8% | $3,836-63.1% | $3,470-59.2% |
| Admin fee / account holder | $573 | $3,198-82.1% | $4,849-88.2% | $4,887-88.3% |