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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 | $17,528 | $78,690-77.7% | $161,489-89.1% | $87,485-80.0% |
| Participation rate | 31.0% | 67.5%-36.4pp | 78.7%-47.7pp | 68.9%-37.9pp |
| Annual return | 14.89% | 32.74%-17.8pp | 89.72%-74.8pp | 26.06%-11.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,155 | $3,311-34.9% | $5,630-61.7% | $4,274-49.6% |
| Admin fee / account holder | $701 | $6,724-89.6% | $16,006-95.6% | $7,775-91.0% |