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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 | $23,759 | $62,586-62.0% | $76,766-69.0% | $64,181-63.0% |
| Participation rate | 36.0% | 72.8%-36.8pp | 77.0%-41.0pp | 69.6%-33.6pp |
| Annual return | -2.55% | -1.95%-0.6pp | 2.43%-5.0pp | 7.63%-10.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,668 | $3,145-47.0% | $3,851-56.7% | $3,470-51.9% |
| Admin fee / account holder | $1,975 | $4,667-57.7% | $6,675-70.4% | $4,887-59.6% |