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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 | $22,205 | $91,198-75.7% | $178,503-87.6% | $79,856-72.2% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 17.75% | 24.20%-6.4pp | 151.12%-133.4pp | 31.71%-14.0pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,058 | $3,237-36.4% | $5,202-60.4% | $3,741-45.0% |
| Admin fee / account holder | $516 | $6,748-92.4% | $13,987-96.3% | $5,306-90.3% |