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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 | $21,124 | $64,719-67.4% | $112,249-81.2% | $68,486-69.2% |
| Participation rate | 46.2% | 67.2%-21.0pp | 75.1%-28.9pp | 67.9%-21.7pp |
| Annual return | -18.44% | -11.40%-7.0pp | 27.48%-45.9pp | -7.85%-10.6pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,857 | $3,565-19.9% | $4,729-39.6% | $4,028-29.1% |
| Admin fee / account holder | $683 | $5,232-86.9% | $6,412-89.3% | $5,404-87.4% |