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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 | $15,945 | $61,815-74.2% | $97,295-83.6% | $80,959-80.3% |
| Participation rate | 40.6% | 63.5%-22.9pp | 72.7%-32.0pp | 67.7%-27.0pp |
| Annual return | 11.51% | -558.73%+570.2pp | 75.62%-64.1pp | 35.67%-24.2pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,228 | $3,027-59.4% | $4,264-71.2% | $4,300-71.5% |
| Admin fee / account holder | $1,417 | $5,166-72.6% | $5,646-74.9% | $6,925-79.5% |