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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 | $29,049 | $101,063-71.3% | $81,473-64.3% | $147,585-80.3% |
| Participation rate | 36.4% | 74.5%-38.1pp | 68.0%-31.6pp | 82.8%-46.5pp |
| Annual return | 17.62% | 32.41%-14.8pp | 38.78%-21.2pp | 578.58%-561.0pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $692 | $4,242-83.7% | $3,537-80.4% | $5,439-87.3% |
| Admin fee / account holder | $1,675 | $5,812-71.2% | $4,561-63.3% | $10,886-84.6% |