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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 | $51,308 | $42,383+21.1% | $76,518-32.9% | $64,173-20.0% |
| Participation rate | 36.6% | 58.1%-21.6pp | 68.0%-31.4pp | 69.6%-33.0pp |
| Annual return | -8.18% | -16.54%+8.4pp | -0.27%-7.9pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,761 | $2,566-31.4% | $3,836-54.1% | $3,470-49.3% |
| Admin fee / account holder | $853 | $3,198-73.3% | $4,849-82.4% | $4,887-82.5% |