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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 | $39,283 | $84,527-53.5% | $67,711-42.0% | $125,393-68.7% |
| Participation rate | 27.3% | 74.8%-47.5pp | 67.5%-40.2pp | 83.2%-55.9pp |
| Annual return | 0.65% | 2.57%-1.9pp | 25.41%-24.8pp | 282.23%-281.6pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,679 | $4,429-62.1% | $3,585-53.2% | $5,351-68.6% |
| Admin fee / account holder | $1,107 | $5,340-79.3% | $4,255-74.0% | $9,541-88.4% |