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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 | $27,253 | $84,236-67.6% | $170,435-84.0% | $70,126-61.1% |
| Participation rate | 36.0% | 70.8%-34.8pp | 83.6%-47.6pp | 69.5%-33.5pp |
| Annual return | 17.24% | 23.06%-5.8pp | 205.94%-188.7pp | 73.15%-55.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,800 | $3,086-9.3% | $4,939-43.3% | $3,332-16.0% |
| Admin fee / account holder | $1,063 | $5,698-81.3% | $13,881-92.3% | $4,645-77.1% |