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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 | $35,232 | $49,280-28.5% | $67,313-47.7% | $64,173-45.1% |
| Participation rate | 26.9% | 60.8%-33.9pp | 69.1%-42.2pp | 69.6%-42.6pp |
| Annual return | -1.15% | -1.39%+0.2pp | -4.08%+2.9pp | 7.63%-8.8pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $881 | $2,484-64.5% | $3,568-75.3% | $3,470-74.6% |
| Admin fee / account holder | $1,016 | $3,863-73.7% | $4,507-77.5% | $4,887-79.2% |