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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 | $37,916 | $42,383-10.5% | $76,518-50.4% | $64,173-40.9% |
| Participation rate | 17.8% | 58.1%-40.4pp | 68.0%-50.2pp | 69.6%-51.8pp |
| Annual return | 1.14% | -16.54%+17.7pp | -0.27%+1.4pp | 7.63%-6.5pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,555 | $2,566+77.5% | $3,836+18.7% | $3,470+31.3% |
| Admin fee / account holder | $18,427 | $3,198+476.2% | $4,849+280.1% | $4,887+277.0% |