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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 | $23,847 | $106,267-77.6% | $96,520-75.3% | $139,456-82.9% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 19.03% | 38.45%-19.4pp | 35.72%-16.7pp | 373.45%-354.4pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,743 | $5,454-49.7% | $4,879-43.8% | $6,711-59.1% |
| Admin fee / account holder | $495 | $7,882-93.7% | $6,733-92.6% | $11,407-95.7% |