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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 | $12,839 | $73,848-82.6% | $143,799-91.1% | $68,486-81.3% |
| Participation rate | 50.0% | 66.7%-16.7pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | 28.61% | 0.91%+27.7pp | -0.04%+28.7pp | -7.85%+36.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,096 | $3,385-38.1% | $5,638-62.8% | $4,028-48.0% |
| Admin fee / account holder | $1,359 | $5,755-76.4% | $14,677-90.7% | $5,404-74.9% |