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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 | $20,374 | $104,694-80.5% | $85,709-76.2% | $167,536-87.8% |
| Participation rate | 45.5% | 76.4%-30.9pp | 69.9%-24.4pp | 82.1%-36.7pp |
| Annual return | 13.91% | 21.45%-7.5pp | 21.49%-7.6pp | 478.82%-464.9pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,619-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,304 | $4,826-73.0% | $3,924-66.8% | $6,342-79.4% |
| Admin fee / account holder | $4,317 | $10,035-57.0% | $6,876-37.2% | $12,315-64.9% |