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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 | $27,318 | $106,247-74.3% | $96,515-71.7% | $139,466-80.4% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 20.44% | 38.47%-18.0pp | 35.73%-15.3pp | 373.66%-353.2pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,281 | $5,456-39.9% | $4,880-32.8% | $6,712-51.1% |
| Admin fee / account holder | $1,181 | $7,885-85.0% | $6,735-82.5% | $11,409-89.6% |