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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 | $16,784 | $54,558-69.2% | $76,002-77.9% | $74,546-77.5% |
| Participation rate | 39.8% | 60.3%-20.5pp | 69.1%-29.2pp | 67.2%-27.4pp |
| Annual return | 14.75% | 31.83%-17.1pp | 360.07%-345.3pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $0 | $1,778-100.0% | $2,688-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,626 | $3,065-46.9% | $4,257-61.8% | $4,347-62.6% |
| Admin fee / account holder | $4,136 | $2,232+85.3% | $6,414-35.5% | $1,944+112.8% |