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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 | $22,763 | $78,690-71.1% | $161,489-85.9% | $87,485-74.0% |
| Participation rate | 22.9% | 67.5%-44.6pp | 78.7%-55.8pp | 68.9%-46.1pp |
| Annual return | 17.28% | 32.74%-15.5pp | 89.72%-72.4pp | 26.06%-8.8pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,221 | $3,311-63.1% | $5,630-78.3% | $4,274-71.4% |
| Admin fee / account holder | $2,520 | $6,724-62.5% | $16,006-84.3% | $7,775-67.6% |