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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 | $15,626 | $73,848-78.8% | $143,799-89.1% | $68,486-77.2% |
| Participation rate | 26.9% | 66.7%-39.8pp | 80.3%-53.5pp | 67.9%-41.0pp |
| Annual return | -18.56% | 0.91%-19.5pp | -0.04%-18.5pp | -7.85%-10.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,435 | $3,385+1.5% | $5,638-39.1% | $4,028-14.7% |
| Admin fee / account holder | $929 | $5,755-83.9% | $14,677-93.7% | $5,404-82.8% |