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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 | $7,629 | $51,638-85.2% | $68,368-88.8% | $82,448-90.7% |
| Participation rate | 50.0% | 63.6%-13.6pp | 73.8%-23.8pp | 68.1%-18.1pp |
| Annual return | 20.67% | 37.53%-16.9pp | 292.57%-271.9pp | 41.64%-21.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,140 | $2,914-60.9% | $4,123-72.3% | $4,139-72.5% |
| Admin fee / account holder | $413 | $4,643-91.1% | $5,150-92.0% | $7,234-94.3% |