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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 | $21,221 | $63,703-66.7% | $93,063-77.2% | $82,448-74.3% |
| Participation rate | 40.5% | 63.8%-23.3pp | 72.1%-31.6pp | 68.1%-27.5pp |
| Annual return | 19.87% | -775.43%+795.3pp | 34.15%-14.3pp | 41.64%-21.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,287 | $2,919-21.7% | $3,958-42.2% | $4,139-44.7% |
| Admin fee / account holder | $1,620 | $5,982-72.9% | $6,033-73.1% | $7,234-77.6% |