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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 | $27,389 | $102,938-73.4% | $94,105-70.9% | $138,895-80.3% |
| Participation rate | 66.7% | 74.6%-8.0pp | 71.9%-5.3pp | 79.9%-13.3pp |
| Annual return | 21.04% | 250.28%-229.2pp | 204.55%-183.5pp | 145.39%-124.4pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,518 | $4,196-16.2% | $3,881-9.3% | $6,396-45.0% |
| Admin fee / account holder | $925 | $6,600-86.0% | $6,199-85.1% | $12,562-92.6% |