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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 | $13,220 | $60,442-78.1% | $96,754-86.3% | $87,485-84.9% |
| Participation rate | 56.0% | 58.7%-2.7pp | 70.3%-14.3pp | 68.9%-12.9pp |
| Annual return | 14.57% | 21.97%-7.4pp | 82.04%-67.5pp | 26.06%-11.5pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,693 | $3,280-48.4% | $4,758-64.4% | $4,274-60.4% |
| Admin fee / account holder | $2,329 | $5,069-54.0% | $8,905-73.8% | $7,775-70.0% |