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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 | $18,256 | $78,690-76.8% | $161,489-88.7% | $87,485-79.1% |
| Participation rate | 59.3% | 67.5%-8.2pp | 78.7%-19.4pp | 68.9%-9.7pp |
| Annual return | 21.55% | 32.74%-11.2pp | 89.72%-68.2pp | 26.06%-4.5pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,230 | $3,311-32.7% | $5,630-60.4% | $4,274-47.8% |
| Admin fee / account holder | $649 | $6,724-90.3% | $16,006-95.9% | $7,775-91.7% |