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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 | $14,455 | $75,935-81.0% | $60,547-76.1% | $125,389-88.5% |
| Participation rate | 27.8% | 76.5%-48.8pp | 68.0%-40.2pp | 83.2%-55.4pp |
| Annual return | -2.00% | -5.38%+3.4pp | 335.64%-337.6pp | 282.24%-284.2pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,076 | $4,506-53.9% | $3,328-37.6% | $5,352-61.2% |
| Admin fee / account holder | $802 | $6,768-88.2% | $4,536-82.3% | $9,541-91.6% |