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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 | $6,955 | $51,638-86.5% | $68,368-89.8% | $82,448-91.6% |
| Participation rate | 58.1% | 63.6%-5.5pp | 73.8%-15.7pp | 68.1%-10.0pp |
| Annual return | 24.15% | 37.53%-13.4pp | 292.57%-268.4pp | 41.64%-17.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,733 | $2,914-40.5% | $4,123-58.0% | $4,139-58.1% |
| Admin fee / account holder | $517 | $4,643-88.9% | $5,150-90.0% | $7,234-92.8% |