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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 | $17,644 | $59,813-70.5% | $79,580-77.8% | $68,486-74.2% |
| Participation rate | 44.7% | 61.1%-16.3pp | 69.5%-24.8pp | 67.9%-23.2pp |
| Annual return | -10.08% | -12.30%+2.2pp | 0.15%-10.2pp | -7.85%-2.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,320 | $3,024-23.3% | $3,985-41.8% | $4,028-42.4% |
| Admin fee / account holder | $6,312 | $4,835+30.5% | $6,835-7.7% | $5,404+16.8% |