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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 | $17,734 | $78,690-77.5% | $161,489-89.0% | $87,485-79.7% |
| Participation rate | 40.6% | 67.5%-26.8pp | 78.7%-38.1pp | 68.9%-28.3pp |
| Annual return | 14.42% | 32.74%-18.3pp | 89.72%-75.3pp | 26.06%-11.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,935 | $3,311-41.5% | $5,630-65.6% | $4,274-54.7% |
| Admin fee / account holder | $5,020 | $6,724-25.3% | $16,006-68.6% | $7,775-35.4% |