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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 | $24,907 | $61,125-59.3% | $94,057-73.5% | $87,485-71.5% |
| Participation rate | 29.0% | 64.1%-35.1pp | 73.3%-44.4pp | 68.9%-39.9pp |
| Annual return | 14.47% | 35.20%-20.7pp | 480.62%-466.1pp | 26.06%-11.6pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,546 | $3,260-52.6% | $4,709-67.2% | $4,274-63.8% |
| Admin fee / account holder | $602 | $5,629-89.3% | $7,244-91.7% | $7,775-92.3% |