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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 | $26,621 | $77,638-65.7% | $156,551-83.0% | $62,881-57.7% |
| Participation rate | 65.5% | 71.2%-5.7pp | 84.0%-18.5pp | 69.3%-3.8pp |
| Annual return | 6.23% | 50.33%-44.1pp | 32.23%-26.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $828 | $3,046-72.8% | $4,871-83.0% | $3,203-74.1% |
| Admin fee / account holder | $339 | $5,561-93.9% | $13,028-97.4% | $4,296-92.1% |