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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 | $17,150 | $61,356-72.0% | $149,696-88.5% | $71,511-76.0% |
| Participation rate | 27.6% | 62.5%-34.9pp | 78.8%-51.1pp | 67.9%-40.3pp |
| Annual return | 17.74% | 35.86%-18.1pp | 134.46%-116.7pp | 28.86%-11.1pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $4,133 | $2,920+41.6% | $5,682-27.3% | $4,291-3.7% |
| Admin fee / account holder | $5,270 | $1,263+317.2% | $13,212-60.1% | $1,588+231.8% |