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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 | $43,975 | $64,716-32.0% | $112,258-60.8% | $68,495-35.8% |
| Participation rate | 14.5% | 67.2%-52.6pp | 75.1%-60.5pp | 67.9%-53.4pp |
| Annual return | -16.71% | -11.40%-5.3pp | 27.47%-44.2pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,843 | $3,565-48.3% | $4,728-61.0% | $4,028-54.2% |
| Admin fee / account holder | $407 | $5,232-92.2% | $6,411-93.6% | $5,403-92.5% |