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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 | $20,104 | $78,690-74.5% | $161,489-87.6% | $87,485-77.0% |
| Participation rate | 69.0% | 67.5%+1.5pp | 78.7%-9.7pp | 68.9%+0.1pp |
| Annual return | 19.22% | 32.74%-13.5pp | 89.72%-70.5pp | 26.06%-6.8pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,369 | $3,311-28.4% | $5,630-57.9% | $4,274-44.6% |
| Admin fee / account holder | $1,065 | $6,724-84.2% | $16,006-93.3% | $7,775-86.3% |