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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 | $16,970 | $73,863-77.0% | $143,797-88.2% | $68,490-75.2% |
| Participation rate | 43.2% | 66.7%-23.4pp | 80.3%-37.1pp | 67.9%-24.7pp |
| Annual return | -13.35% | 0.91%-14.3pp | -0.04%-13.3pp | -7.85%-5.5pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,630 | $3,385-22.3% | $5,638-53.4% | $4,028-34.7% |
| Admin fee / account holder | $308 | $5,756-94.6% | $14,679-97.9% | $5,403-94.3% |