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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 | $17,100 | $102,547-83.3% | $78,210-78.1% | $147,586-88.4% |
| Participation rate | 29.2% | 74.4%-45.2pp | 68.7%-39.6pp | 82.8%-53.7pp |
| Annual return | 12.13% | 51.08%-38.9pp | 40.90%-28.8pp | 578.59%-566.5pp |
| Employer contribution / active EE | $0 | $2,617-100.0% | $2,034-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $371 | $3,481-89.3% | $2,823-86.8% | $5,439-93.2% |
| Admin fee / account holder | $2,721 | $5,059-46.2% | $3,758-27.6% | $10,886-75.0% |