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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 | $21,173 | $51,638-59.0% | $68,368-69.0% | $82,448-74.3% |
| Participation rate | 51.9% | 63.6%-11.7pp | 73.8%-21.9pp | 68.1%-16.2pp |
| Annual return | 19.86% | 37.53%-17.7pp | 292.57%-272.7pp | 41.64%-21.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,848 | $2,914+32.1% | $4,123-6.7% | $4,139-7.0% |
| Admin fee / account holder | $1,134 | $4,643-75.6% | $5,150-78.0% | $7,234-84.3% |