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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 | $29,026 | $43,344-33.0% | $59,899-51.5% | $64,173-54.8% |
| Participation rate | 12.2% | 69.2%-56.9pp | 74.7%-62.4pp | 69.6%-57.3pp |
| Annual return | -5.56% | -1.55%-4.0pp | 3.46%-9.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $774 | $2,547-69.6% | $3,402-77.3% | $3,470-77.7% |
| Admin fee / account holder | $1,517 | $3,008-49.6% | $3,592-57.8% | $4,887-69.0% |