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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 | $27,223 | $73,848-63.1% | $143,799-81.1% | $68,486-60.2% |
| Participation rate | 29.2% | 66.7%-37.5pp | 80.3%-51.1pp | 67.9%-38.7pp |
| Annual return | -15.69% | 0.91%-16.6pp | -0.04%-15.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,882 | $3,385-44.4% | $5,638-66.6% | $4,028-53.3% |
| Admin fee / account holder | $501 | $5,755-91.3% | $14,677-96.6% | $5,404-90.7% |