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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 | $28,117 | $68,681-59.1% | $86,615-67.5% | $85,847-67.2% |
| Participation rate | 16.7% | 66.4%-49.7pp | 71.6%-55.0pp | 69.3%-52.7pp |
| Annual return | 17.72% | 20.12%-2.4pp | 63.51%-45.8pp | 318.61%-300.9pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,496-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,346 | $2,919-53.9% | $3,699-63.6% | $3,952-65.9% |
| Admin fee / account holder | $7,871 | $5,974+31.7% | $5,830+35.0% | $6,261+25.7% |