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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 | $18,271 | $48,011-61.9% | $63,803-71.4% | $82,637-77.9% |
| Participation rate | 45.6% | 66.6%-21.0pp | 72.7%-27.1pp | 68.1%-22.4pp |
| Annual return | 12.54% | 19.84%-7.3pp | 543.72%-531.2pp | 53.51%-41.0pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,364 | $2,846-52.1% | $3,843-64.5% | $4,126-67.0% |
| Admin fee / account holder | $2,391 | $3,873-38.3% | $5,196-54.0% | $7,339-67.4% |