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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 | $18,602 | $30,732-39.5% | $59,496-68.7% | $59,633-68.8% |
| Participation rate | 58.2% | 43.2%+15.0pp | 54.6%+3.6pp | 68.7%-10.5pp |
| Annual return | -2.34% | 4.47%-6.8pp | 182.05%-184.4pp | 2041.40%-2043.7pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,429 | $1,183+20.8% | $1,829-21.9% | $3,192-55.2% |
| Admin fee / account holder | $1,404 | $2,136-34.3% | $2,232-37.1% | $4,297-67.3% |