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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 | $27,693 | $73,848-62.5% | $143,799-80.7% | $68,486-59.6% |
| Participation rate | 35.8% | 66.7%-30.9pp | 80.3%-44.5pp | 67.9%-32.1pp |
| Annual return | -15.98% | 0.91%-16.9pp | -0.04%-15.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,229 | $3,385-63.7% | $5,638-78.2% | $4,028-69.5% |
| Admin fee / account holder | $4,344 | $5,755-24.5% | $14,677-70.4% | $5,404-19.6% |