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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 | $82,835 | $78,690+5.3% | $161,489-48.7% | $87,485-5.3% |
| Participation rate | 37.0% | 67.5%-30.4pp | 78.7%-41.7pp | 68.9%-31.9pp |
| Annual return | 15.86% | 32.74%-16.9pp | 89.72%-73.9pp | 26.06%-10.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,194 | $3,311-63.9% | $5,630-78.8% | $4,274-72.0% |
| Admin fee / account holder | $978 | $6,724-85.5% | $16,006-93.9% | $7,775-87.4% |