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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 | $31,310 | $99,649-68.6% | $78,775-60.3% | $147,587-78.8% |
| Participation rate | 35.0% | 76.2%-41.2pp | 69.2%-34.2pp | 82.8%-47.8pp |
| Annual return | 14.48% | 47.29%-32.8pp | 35.62%-21.1pp | 578.60%-564.1pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,778 | $3,664-51.5% | $2,958-39.9% | $5,439-67.3% |
| Admin fee / account holder | $1,257 | $7,153-82.4% | $5,132-75.5% | $10,886-88.5% |