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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 | $14,880 | $45,872-67.6% | $77,096-80.7% | $68,486-78.3% |
| Participation rate | 56.1% | 55.9%+0.2pp | 67.9%-11.8pp | 67.9%-11.8pp |
| Annual return | -17.39% | 1.73%-19.1pp | 42.35%-59.7pp | -7.85%-9.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,284 | $2,963+10.8% | $4,429-25.9% | $4,028-18.5% |
| Admin fee / account holder | $843 | $3,041-72.3% | $5,428-84.5% | $5,404-84.4% |