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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 | $16,419 | $91,179-82.0% | $178,499-90.8% | $79,852-79.4% |
| Participation rate | 60.5% | 69.2%-8.7pp | 81.9%-21.4pp | 69.6%-9.1pp |
| Annual return | 18.61% | 24.19%-5.6pp | 151.10%-132.5pp | 31.72%-13.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,864 | $3,236-11.5% | $5,202-44.9% | $3,740-23.4% |
| Admin fee / account holder | $585 | $6,749-91.3% | $13,986-95.8% | $5,306-89.0% |