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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 | $27,837 | $59,813-53.5% | $79,580-65.0% | $68,486-59.4% |
| Participation rate | 43.7% | 61.1%-17.4pp | 69.5%-25.8pp | 67.9%-24.2pp |
| Annual return | -15.96% | -12.30%-3.7pp | 0.15%-16.1pp | -7.85%-8.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,042 | $3,024-32.5% | $3,985-48.8% | $4,028-49.3% |
| Admin fee / account holder | $2,644 | $4,835-45.3% | $6,835-61.3% | $5,404-51.1% |