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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 | $27,298 | $96,491-71.7% | $75,894-64.0% | $152,885-82.1% |
| Participation rate | 57.1% | 76.2%-19.1pp | 69.3%-12.1pp | 82.5%-25.3pp |
| Annual return | 14.43% | 33.98%-19.5pp | 30.76%-16.3pp | 345.39%-331.0pp |
| Employer contribution / active EE | $0 | $3,310-100.0% | $2,501-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,969 | $4,553-56.8% | $3,603-45.4% | $5,851-66.3% |
| Admin fee / account holder | $331 | $8,079-95.9% | $5,420-93.9% | $11,598-97.1% |