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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 | $26,555 | $106,247-75.0% | $96,515-72.5% | $139,466-81.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 18.37% | 38.47%-20.1pp | 35.73%-17.4pp | 373.66%-355.3pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,092 | $5,456-61.7% | $4,880-57.1% | $6,712-68.8% |
| Admin fee / account holder | $3,885 | $7,885-50.7% | $6,735-42.3% | $11,409-65.9% |