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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 | $18,064 | $55,889-67.7% | $76,119-76.3% | $80,935-77.7% |
| Participation rate | 38.3% | 62.1%-23.7pp | 69.1%-30.7pp | 67.7%-29.3pp |
| Annual return | 11.54% | 20.58%-9.0pp | 361.25%-349.7pp | 35.66%-24.1pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,425 | $3,051-53.3% | $4,259-66.5% | $4,299-66.9% |
| Admin fee / account holder | $2,496 | $5,241-52.4% | $6,421-61.1% | $6,924-64.0% |