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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 | $10,493 | $78,690-86.7% | $161,489-93.5% | $87,485-88.0% |
| Participation rate | 20.0% | 67.5%-47.5pp | 78.7%-58.7pp | 68.9%-48.9pp |
| Annual return | 21.24% | 32.74%-11.5pp | 89.72%-68.5pp | 26.06%-4.8pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,579 | $3,311-52.3% | $5,630-72.0% | $4,274-63.1% |
| Admin fee / account holder | $1,079 | $6,724-84.0% | $16,006-93.3% | $7,775-86.1% |