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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 | $15,027 | $49,177-69.4% | $79,467-81.1% | $64,173-76.6% |
| Participation rate | 19.8% | 65.0%-45.3pp | 73.3%-53.6pp | 69.6%-49.8pp |
| Annual return | 0.44% | -1.16%+1.6pp | 718.30%-717.9pp | 7.63%-7.2pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,604 | $2,821-43.1% | $3,704-56.7% | $3,470-53.8% |
| Admin fee / account holder | $2,417 | $3,839-37.0% | $5,104-52.7% | $4,887-50.6% |