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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 | $28,200 | $89,364-68.4% | $141,177-80.0% | $72,983-61.4% |
| Participation rate | 42.0% | 75.1%-33.1pp | 82.5%-40.5pp | 69.5%-27.5pp |
| Annual return | 22.94% | 111.86%-88.9pp | 71.40%-48.5pp | 81.01%-58.1pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,883 | $5,419-46.8% | $6,710-57.0% | $3,608-20.1% |
| Admin fee / account holder | $936 | $5,959-84.3% | $10,263-90.9% | $5,124-81.7% |