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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 | $28,879 | $53,128-45.6% | $86,582-66.6% | $70,126-58.8% |
| Participation rate | 38.2% | 65.3%-27.1pp | 73.5%-35.4pp | 69.5%-31.4pp |
| Annual return | 16.76% | 27.66%-10.9pp | 965.08%-948.3pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,967 | $2,695-27.0% | $3,609-45.5% | $3,332-41.0% |
| Admin fee / account holder | $2,076 | $3,584-42.1% | $4,904-57.7% | $4,645-55.3% |