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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 | $19,624 | $53,596-63.4% | $90,657-78.4% | $64,173-69.4% |
| Participation rate | 34.4% | 64.5%-30.1pp | 74.0%-39.6pp | 69.6%-35.1pp |
| Annual return | -7.31% | 4.41%-11.7pp | 1.89%-9.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,017 | $2,459-58.6% | $3,424-70.3% | $3,470-70.7% |
| Admin fee / account holder | $2,476 | $3,868-36.0% | $4,994-50.4% | $4,887-49.3% |