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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 | $31,121 | $81,870-62.0% | $119,622-74.0% | $68,486-54.6% |
| Participation rate | 20.3% | 71.9%-51.6pp | 79.3%-59.0pp | 67.9%-47.6pp |
| Annual return | -18.35% | -23.82%+5.5pp | -14.98%-3.4pp | -7.85%-10.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,383 | $4,148-42.5% | $5,601-57.4% | $4,028-40.8% |
| Admin fee / account holder | $1,473 | $6,583-77.6% | $10,328-85.7% | $5,404-72.7% |