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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 | $21,337 | $64,729-67.0% | $112,263-81.0% | $68,490-68.8% |
| Participation rate | 58.1% | 67.2%-9.1pp | 75.1%-17.0pp | 67.9%-9.8pp |
| Annual return | -18.19% | -11.40%-6.8pp | 27.49%-45.7pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,923 | $3,566-18.0% | $4,729-38.2% | $4,028-27.4% |
| Admin fee / account holder | $5,121 | $5,222-1.9% | $6,410-20.1% | $5,403-5.2% |