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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 | $17,659 | $42,909-58.8% | $60,906-71.0% | $68,486-74.2% |
| Participation rate | 67.5% | 66.8%+0.7pp | 73.1%-5.6pp | 67.9%-0.4pp |
| Annual return | -14.74% | -13.99%-0.8pp | 16.94%-31.7pp | -7.85%-6.9pp |
| Employer contribution / active EE | $396 | $1,979-80.0% | $2,703-85.4% | $2,597-84.8% |
| Participant deferral / active EE | $2,967 | $2,866+3.5% | $3,814-22.2% | $4,028-26.3% |
| Admin fee / account holder | $692 | $3,104-77.7% | $3,227-78.6% | $5,404-87.2% |