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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 | $17,716 | $51,638-65.7% | $68,368-74.1% | $82,448-78.5% |
| Participation rate | 61.5% | 63.6%-2.1pp | 73.8%-12.2pp | 68.1%-6.5pp |
| Annual return | 19.13% | 37.53%-18.4pp | 292.57%-273.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,151 | $2,914-26.2% | $4,123-47.8% | $4,139-48.0% |
| Admin fee / account holder | $524 | $4,643-88.7% | $5,150-89.8% | $7,234-92.8% |