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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 | $53,540 | $73,867-27.5% | $143,770-62.8% | $68,498-21.8% |
| Participation rate | 36.7% | 66.7%-30.0pp | 80.3%-43.6pp | 67.9%-31.2pp |
| Annual return | -2.80% | 1.01%-3.8pp | -0.04%-2.8pp | -7.84%+5.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,752 | $3,384-48.2% | $5,638-68.9% | $4,027-56.5% |
| Admin fee / account holder | $547 | $5,755-90.5% | $14,673-96.3% | $5,403-89.9% |