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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 | $58,848-73.0% | $88,179-82.0% | $82,637-80.8% |
| Participation rate | 24.2% | 57.9%-33.7pp | 69.1%-44.9pp | 68.1%-43.8pp |
| Annual return | 16.63% | 22.76%-6.1pp | 64.97%-48.3pp | 53.51%-36.9pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $881 | $3,124-71.8% | $4,614-80.9% | $4,126-78.7% |
| Admin fee / account holder | $2,034 | $4,795-57.6% | $7,673-73.5% | $7,339-72.3% |