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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 | $26,458 | $71,891-63.2% | $86,690-69.5% | $68,498-61.4% |
| Participation rate | 49.3% | 72.2%-22.9pp | 76.6%-27.3pp | 67.9%-18.6pp |
| Annual return | -17.00% | 3.53%-20.5pp | 35.93%-52.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,543 | $3,779+73.1% | $4,656+40.5% | $4,027+62.5% |
| Admin fee / account holder | $2,030 | $6,112-66.8% | $7,490-72.9% | $5,403-62.4% |