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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 | $28,765 | $69,012-58.3% | $160,009-82.0% | $68,486-58.0% |
| Participation rate | 61.3% | 65.4%-4.1pp | 78.0%-16.7pp | 67.9%-6.6pp |
| Annual return | -3.31% | -9.65%+6.3pp | 408.85%-412.2pp | -7.85%+4.5pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,338 | $4,212-20.7% | $6,183-46.0% | $4,028-17.1% |
| Admin fee / account holder | $541 | $4,798-88.7% | $8,715-93.8% | $5,404-90.0% |