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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 | $25,743 | $61,816-58.4% | $97,260-73.5% | $80,935-68.2% |
| Participation rate | 56.5% | 63.5%-6.9pp | 72.7%-16.1pp | 67.7%-11.1pp |
| Annual return | 12.68% | -558.73%+571.4pp | 75.54%-62.9pp | 35.66%-23.0pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,049 | $3,027-32.3% | $4,262-51.9% | $4,299-52.3% |
| Admin fee / account holder | $1,172 | $5,166-77.3% | $5,640-79.2% | $6,924-83.1% |