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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 | $23,054 | $61,391-62.4% | $149,723-84.6% | $71,529-67.8% |
| Participation rate | 34.6% | 62.5%-27.9pp | 78.8%-44.2pp | 67.9%-33.3pp |
| Annual return | 17.09% | 35.88%-18.8pp | 134.50%-117.4pp | 28.97%-11.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,135 | $2,921-61.1% | $5,682-80.0% | $4,291-73.5% |
| Admin fee / account holder | $403 | $1,264-68.1% | $13,215-96.9% | $1,588-74.6% |