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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 | $15,879 | $60,442-73.7% | $96,754-83.6% | $87,485-81.8% |
| Participation rate | 24.2% | 58.7%-34.5pp | 70.3%-46.0pp | 68.9%-44.7pp |
| Annual return | 16.63% | 21.97%-5.3pp | 82.04%-65.4pp | 26.06%-9.4pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $881 | $3,280-73.1% | $4,758-81.5% | $4,274-79.4% |
| Admin fee / account holder | $2,034 | $5,069-59.9% | $8,905-77.2% | $7,775-73.8% |