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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 | $16,712 | $73,848-77.4% | $143,799-88.4% | $68,486-75.6% |
| Participation rate | 15.1% | 66.7%-51.6pp | 80.3%-65.2pp | 67.9%-52.8pp |
| Annual return | -17.37% | 0.91%-18.3pp | -0.04%-17.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,129 | $3,385-66.6% | $5,638-80.0% | $4,028-72.0% |
| Admin fee / account holder | $1,997 | $5,755-65.3% | $14,677-86.4% | $5,404-63.1% |