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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 | $18,807 | $61,338-69.3% | $149,717-87.4% | $71,495-73.7% |
| Participation rate | 18.5% | 62.5%-44.0pp | 78.8%-60.3pp | 67.9%-49.4pp |
| Annual return | 21.41% | 35.86%-14.4pp | 134.41%-113.0pp | 28.85%-7.4pp |
| Employer contribution / active EE | $0 | $2,381-100.0% | $4,820-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,234 | $2,919-57.7% | $5,682-78.3% | $4,291-71.2% |
| Admin fee / account holder | $734 | $1,263-41.9% | $13,213-94.4% | $1,588-53.8% |