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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 | $15,442 | $47,479-67.5% | $62,929-75.5% | $82,448-81.3% |
| Participation rate | 32.5% | 66.9%-34.4pp | 73.1%-40.6pp | 68.1%-35.6pp |
| Annual return | 18.45% | 20.34%-1.9pp | 1063.93%-1045.5pp | 41.64%-23.2pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,741 | $2,870-39.3% | $3,888-55.2% | $4,139-57.9% |
| Admin fee / account holder | $449 | $3,804-88.2% | $5,065-91.1% | $7,234-93.8% |