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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 | $19,532 | $73,848-73.6% | $143,799-86.4% | $68,486-71.5% |
| Participation rate | 47.7% | 66.7%-18.9pp | 80.3%-32.6pp | 67.9%-20.2pp |
| Annual return | 15.55% | 0.91%+14.6pp | -0.04%+15.6pp | -7.85%+23.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,501 | $3,385-26.1% | $5,638-55.6% | $4,028-37.9% |
| Admin fee / account holder | $822 | $5,755-85.7% | $14,677-94.4% | $5,404-84.8% |