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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 | $6,382 | $51,207-87.5% | $70,565-91.0% | $75,177-91.5% |
| Participation rate | 16.0% | 61.0%-45.0pp | 68.4%-52.4pp | 67.2%-51.2pp |
| Annual return | 14.99% | 30.05%-15.1pp | 32.79%-17.8pp | 160.75%-145.8pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,510 | $2,850-47.0% | $4,568-66.9% | $4,126-63.4% |
| Admin fee / account holder | $2,002 | $4,097-51.1% | $6,430-68.9% | $5,651-64.6% |