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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 | $26,823 | $116,203-76.9% | $93,621-71.3% | $152,909-82.5% |
| Participation rate | 52.6% | 78.1%-25.4pp | 75.8%-23.2pp | 82.5%-29.8pp |
| Annual return | 24.50% | 35.96%-11.5pp | 32.76%-8.3pp | 345.46%-321.0pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,343 | $4,605+16.0% | $4,070+31.3% | $5,851-8.7% |
| Admin fee / account holder | $1,304 | $10,751-87.9% | $7,890-83.5% | $11,601-88.8% |