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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 | $9,100 | $45,872-80.2% | $77,096-88.2% | $68,486-86.7% |
| Participation rate | 55.6% | 55.9%-0.4pp | 67.9%-12.4pp | 67.9%-12.3pp |
| Annual return | -13.71% | 1.73%-15.4pp | 42.35%-56.1pp | -7.85%-5.9pp |
| Employer contribution / active EE | $1,664 | $1,650+0.9% | $2,814-40.9% | $2,597-35.9% |
| Participant deferral / active EE | $2,450 | $2,963-17.3% | $4,429-44.7% | $4,028-39.2% |
| Admin fee / account holder | $2,454 | $3,041-19.3% | $5,428-54.8% | $5,404-54.6% |