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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 | $25,269 | $53,596-52.9% | $90,657-72.1% | $64,173-60.6% |
| Participation rate | 41.9% | 64.5%-22.7pp | 74.0%-32.2pp | 69.6%-27.7pp |
| Annual return | -7.14% | 4.41%-11.5pp | 1.89%-9.0pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,541 | $2,459-37.3% | $3,424-55.0% | $3,470-55.6% |
| Admin fee / account holder | $5,666 | $3,868+46.5% | $4,994+13.4% | $4,887+15.9% |