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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 | $27,432 | $45,283-39.4% | $155,789-82.4% | $52,331-47.6% |
| Participation rate | 57.9% | 62.2%-4.3pp | 76.1%-18.2pp | 68.1%-10.2pp |
| Annual return | -1.24% | 1.80%-3.0pp | 71.54%-72.8pp | 4.54%-5.8pp |
| Employer contribution / active EE | $0 | $1,329-100.0% | $3,839-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,694 | $2,854-40.7% | $4,798-64.7% | $3,022-43.9% |
| Admin fee / account holder | $2,108 | $981+114.8% | $7,477-71.8% | $592+256.2% |