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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 | $21,210 | $77,920-72.8% | $149,723-85.8% | $75,177-71.8% |
| Participation rate | 41.7% | 65.6%-23.9pp | 78.8%-37.1pp | 67.2%-25.5pp |
| Annual return | 20.63% | 31.72%-11.1pp | 134.50%-113.9pp | 160.75%-140.1pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,366 | $3,411-30.7% | $5,682-58.4% | $4,126-42.7% |
| Admin fee / account holder | $1,228 | $5,951-79.4% | $13,215-90.7% | $5,651-78.3% |