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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 | $2,870 | $51,638-94.4% | $68,368-95.8% | $82,448-96.5% |
| Participation rate | 21.4% | 63.6%-42.2pp | 73.8%-52.3pp | 68.1%-46.6pp |
| Annual return | 27.67% | 37.53%-9.9pp | 292.57%-264.9pp | 41.64%-14.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,019 | $2,914-65.0% | $4,123-75.3% | $4,139-75.4% |
| Admin fee / account holder | $408 | $4,643-91.2% | $5,150-92.1% | $7,234-94.4% |