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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 | $24,475 | $93,589-73.8% | $135,942-82.0% | $75,181-67.4% |
| Participation rate | 36.2% | 75.2%-39.0pp | 81.9%-45.7pp | 67.2%-31.0pp |
| Annual return | 19.64% | 30.90%-11.3pp | 68.28%-48.6pp | 160.69%-141.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,989 | $6,405-53.3% | $7,759-61.5% | $4,126-27.6% |
| Admin fee / account holder | $4,062 | $6,977-41.8% | $10,764-62.3% | $5,650-28.1% |