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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 | $17,765 | $102,547-82.7% | $78,210-77.3% | $147,585-88.0% |
| Participation rate | 45.5% | 74.4%-29.0pp | 68.7%-23.3pp | 82.8%-37.4pp |
| Annual return | 13.61% | 51.08%-37.5pp | 40.90%-27.3pp | 578.58%-565.0pp |
| Employer contribution / active EE | $0 | $2,617-100.0% | $2,034-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $597 | $3,481-82.9% | $2,823-78.9% | $5,439-89.0% |
| Admin fee / account holder | $1,019 | $5,059-79.9% | $3,758-72.9% | $10,886-90.6% |