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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 | $17,585 | $87,546-79.9% | $75,784-76.8% | $125,389-86.0% |
| Participation rate | 57.9% | 80.2%-22.3pp | 75.8%-17.9pp | 83.2%-25.3pp |
| Annual return | -0.08% | 13.49%-13.6pp | 9.68%-9.8pp | 282.24%-282.3pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,072 | $4,230-51.0% | $3,652-43.2% | $5,352-61.3% |
| Admin fee / account holder | $336 | $6,503-94.8% | $5,300-93.7% | $9,541-96.5% |