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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 | $27,012 | $136,860-80.3% | $120,344-77.6% | $154,746-82.5% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 14.75% | 21.38%-6.6pp | 20.30%-5.6pp | 172.34%-157.6pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,685 | $5,793-53.7% | $5,135-47.7% | $6,730-60.1% |
| Admin fee / account holder | $344 | $15,393-97.8% | $12,742-97.3% | $14,365-97.6% |