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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 | $7,377 | $45,872-83.9% | $77,096-90.4% | $68,486-89.2% |
| Participation rate | 18.3% | 55.9%-37.6pp | 67.9%-49.6pp | 67.9%-49.6pp |
| Annual return | -15.01% | 1.73%-16.7pp | 42.35%-57.4pp | -7.85%-7.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,834 | $2,963-38.1% | $4,429-58.6% | $4,028-54.5% |
| Admin fee / account holder | $1,620 | $3,041-46.7% | $5,428-70.2% | $5,404-70.0% |