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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 | $23,243 | $59,813-61.1% | $79,580-70.8% | $68,486-66.1% |
| Participation rate | 56.3% | 61.1%-4.8pp | 69.5%-13.2pp | 67.9%-11.6pp |
| Annual return | -18.46% | -12.30%-6.2pp | 0.15%-18.6pp | -7.85%-10.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,660 | $3,024+153.3% | $3,985+92.2% | $4,028+90.2% |
| Admin fee / account holder | $564 | $4,835-88.3% | $6,835-91.7% | $5,404-89.6% |