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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 | $22,741 | $100,279-77.3% | $81,353-72.0% | $145,884-84.4% |
| Participation rate | 17.4% | 74.3%-56.9pp | 69.5%-52.1pp | 80.3%-62.9pp |
| Annual return | 16.71% | 34.49%-17.8pp | 24.82%-8.1pp | 551.85%-535.1pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,579 | $4,611-44.1% | $3,885-33.6% | $6,690-61.4% |
| Admin fee / account holder | $1,237 | $8,206-84.9% | $5,766-78.5% | $13,392-90.8% |