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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 | $19,231 | $64,719-70.3% | $112,249-82.9% | $68,486-71.9% |
| Participation rate | 65.7% | 67.2%-1.4pp | 75.1%-9.3pp | 67.9%-2.2pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.48%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,579 | $2,747-42.5% | $3,636-56.6% | $2,597-39.2% |
| Participant deferral / active EE | $2,363 | $3,565-33.7% | $4,729-50.0% | $4,028-41.3% |
| Admin fee / account holder | $2,328 | $5,232-55.5% | $6,412-63.7% | $5,404-56.9% |