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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 | $22,029 | $182,442-87.9% | $163,379-86.5% | $138,895-84.1% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 18.37% | 72.74%-54.4pp | 63.41%-45.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,077 | $6,817-69.5% | $6,282-66.9% | $6,396-67.5% |
| Admin fee / account holder | $2,408 | $10,396-76.8% | $9,818-75.5% | $12,562-80.8% |