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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 | $22,147 | $64,719-65.8% | $112,249-80.3% | $68,486-67.7% |
| Participation rate | 29.4% | 67.2%-37.7pp | 75.1%-45.6pp | 67.9%-38.5pp |
| Annual return | -18.73% | -11.40%-7.3pp | 27.48%-46.2pp | -7.85%-10.9pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,718 | $3,565-23.8% | $4,729-42.5% | $4,028-32.5% |
| Admin fee / account holder | $376 | $5,232-92.8% | $6,412-94.1% | $5,404-93.0% |