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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 | $17,590 | $53,162-66.9% | $91,225-80.7% | $68,486-74.3% |
| Participation rate | 36.8% | 63.2%-26.4pp | 73.2%-36.4pp | 67.9%-31.1pp |
| Annual return | -14.09% | -3.14%-11.0pp | 114.12%-128.2pp | -7.85%-6.2pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,568 | $2,974-13.6% | $4,233-39.3% | $4,028-36.2% |
| Admin fee / account holder | $1,623 | $4,493-63.9% | $5,422-70.1% | $5,404-70.0% |