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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 | $32,168 | $44,221-27.3% | $121,220-73.5% | $56,289-42.9% |
| Participation rate | 36.5% | 61.1%-24.5pp | 71.8%-35.2pp | 69.9%-33.3pp |
| Annual return | -4.59% | -3.58%-1.0pp | 16.94%-21.5pp | -9.96%+5.4pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $4,023-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,144 | $2,521-54.6% | $3,345-65.8% | $3,350-65.8% |
| Admin fee / account holder | $2,037 | $480+324.0% | $5,021-59.4% | $521+291.0% |