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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 | $34,381 | $45,872-25.0% | $77,096-55.4% | $68,486-49.8% |
| Participation rate | 19.7% | 55.9%-36.2pp | 67.9%-48.2pp | 67.9%-48.2pp |
| Annual return | -18.32% | 1.73%-20.0pp | 42.35%-60.7pp | -7.85%-10.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,022 | $2,963-65.5% | $4,429-76.9% | $4,028-74.6% |
| Admin fee / account holder | $576 | $3,041-81.0% | $5,428-89.4% | $5,404-89.3% |