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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 | $30,116 | $42,383-28.9% | $76,518-60.6% | $64,173-53.1% |
| Participation rate | 12.0% | 58.1%-46.1pp | 68.0%-56.0pp | 69.6%-57.5pp |
| Annual return | -6.06% | -16.54%+10.5pp | -0.27%-5.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,180 | $2,566-54.0% | $3,836-69.2% | $3,470-66.0% |
| Admin fee / account holder | $1,204 | $3,198-62.4% | $4,849-75.2% | $4,887-75.4% |