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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 | $23,533 | $48,011-51.0% | $63,803-63.1% | $82,637-71.5% |
| Participation rate | 31.1% | 66.6%-35.5pp | 72.7%-41.6pp | 68.1%-36.9pp |
| Annual return | 13.76% | 19.84%-6.1pp | 543.72%-530.0pp | 53.51%-39.7pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $815 | $2,846-71.4% | $3,843-78.8% | $4,126-80.2% |
| Admin fee / account holder | $1,384 | $3,873-64.3% | $5,196-73.4% | $7,339-81.1% |