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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 | $16,016 | $78,690-79.6% | $161,489-90.1% | $87,485-81.7% |
| Participation rate | 27.5% | 67.5%-40.0pp | 78.7%-51.2pp | 68.9%-41.5pp |
| Annual return | 16.79% | 32.74%-15.9pp | 89.72%-72.9pp | 26.06%-9.3pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,279 | $3,311-61.4% | $5,630-77.3% | $4,274-70.1% |
| Admin fee / account holder | $2,228 | $6,724-66.9% | $16,006-86.1% | $7,775-71.3% |