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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 | $20,205 | $47,553-57.5% | $136,867-85.2% | $69,733-71.0% |
| Participation rate | 39.4% | 61.4%-22.0pp | 74.5%-35.2pp | 62.5%-23.1pp |
| Annual return | 14.78% | -91.50%+106.3pp | 42.97%-28.2pp | 15.22%-0.4pp |
| Employer contribution / active EE | $0 | $2,087-100.0% | $3,547-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $1,291 | $2,300-43.9% | $4,924-73.8% | $3,054-57.7% |
| Admin fee / account holder | $2,709 | $3,496-22.5% | $10,340-73.8% | $3,102-12.7% |