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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 | $20,152 | $78,690-74.4% | $161,489-87.5% | $87,485-77.0% |
| Participation rate | 66.7% | 67.5%-0.8pp | 78.7%-12.0pp | 68.9%-2.3pp |
| Annual return | 18.81% | 32.74%-13.9pp | 89.72%-70.9pp | 26.06%-7.3pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,499 | $3,311+5.7% | $5,630-37.9% | $4,274-18.1% |
| Admin fee / account holder | $1,138 | $6,724-83.1% | $16,006-92.9% | $7,775-85.4% |