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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 | $44,822 | $73,863-39.3% | $143,797-68.8% | $68,490-34.6% |
| Participation rate | 17.4% | 66.7%-49.2pp | 80.3%-62.9pp | 67.9%-50.5pp |
| Annual return | -6.93% | 0.91%-7.8pp | -0.04%-6.9pp | -7.85%+0.9pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,089 | $3,385-67.8% | $5,638-80.7% | $4,028-73.0% |
| Admin fee / account holder | $792 | $5,756-86.2% | $14,679-94.6% | $5,403-85.3% |