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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 | $24,715 | $106,267-76.7% | $96,520-74.4% | $139,456-82.3% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 19.91% | 38.45%-18.5pp | 35.72%-15.8pp | 373.45%-353.5pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,825 | $5,454-48.2% | $4,879-42.1% | $6,711-57.9% |
| Admin fee / account holder | $863 | $7,882-89.0% | $6,733-87.2% | $11,407-92.4% |