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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 | $21,821 | $46,732-53.3% | $156,551-86.1% | $55,167-60.4% |
| Participation rate | 18.8% | 65.8%-47.0pp | 84.0%-65.3pp | 69.0%-50.2pp |
| Annual return | 5.84% | 17.72%-11.9pp | 32.23%-26.4pp | 169.23%-163.4pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,060 | $2,204-51.9% | $4,871-78.2% | $3,054-65.3% |
| Admin fee / account holder | $4,390 | $418+949.2% | $13,028-66.3% | $504+771.1% |