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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 | $10,219 | $78,690-87.0% | $161,489-93.7% | $87,485-88.3% |
| Participation rate | 55.6% | 67.5%-11.9pp | 78.7%-23.1pp | 68.9%-13.4pp |
| Annual return | 16.79% | 32.74%-16.0pp | 89.72%-72.9pp | 26.06%-9.3pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,136 | $3,311-65.7% | $5,630-79.8% | $4,274-73.4% |
| Admin fee / account holder | $637 | $6,724-90.5% | $16,006-96.0% | $7,775-91.8% |