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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 | $17,489 | $86,701-79.8% | $73,309-76.1% | $125,389-86.1% |
| Participation rate | 53.8% | 78.6%-24.8pp | 74.9%-21.1pp | 83.2%-29.3pp |
| Annual return | -1.35% | 2.78%-4.1pp | 5.67%-7.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,847 | $5,549-48.7% | $4,991-43.0% | $5,352-46.8% |
| Admin fee / account holder | $2,147 | $7,768-72.4% | $5,635-61.9% | $9,541-77.5% |