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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 | $27,993 | $104,664-73.3% | $85,693-67.3% | $167,518-83.3% |
| Participation rate | 64.3% | 76.4%-12.1pp | 69.9%-5.6pp | 82.1%-17.8pp |
| Annual return | 9.68% | 21.45%-11.8pp | 21.49%-11.8pp | 478.71%-469.0pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,514 | $4,824-47.9% | $3,923-35.9% | $6,342-60.4% |
| Admin fee / account holder | $2,220 | $10,032-77.9% | $6,874-67.7% | $12,312-82.0% |