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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 | $12,510 | $42,910-70.8% | $60,919-79.5% | $68,490-81.7% |
| Participation rate | 39.6% | 66.8%-27.1pp | 73.1%-33.5pp | 67.9%-28.3pp |
| Annual return | -16.16% | -13.99%-2.2pp | 16.96%-33.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $867 | $2,866-69.8% | $3,814-77.3% | $4,028-78.5% |
| Admin fee / account holder | $2,159 | $3,104-30.4% | $3,228-33.1% | $5,403-60.0% |