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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 | $13,088 | $78,690-83.4% | $161,489-91.9% | $87,485-85.0% |
| Participation rate | 26.8% | 67.5%-40.6pp | 78.7%-51.9pp | 68.9%-42.1pp |
| Annual return | 17.35% | 32.74%-15.4pp | 89.72%-72.4pp | 26.06%-8.7pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,832 | $3,311-14.5% | $5,630-49.7% | $4,274-33.7% |
| Admin fee / account holder | $4,254 | $6,724-36.7% | $16,006-73.4% | $7,775-45.3% |