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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 | $24,611 | $57,541-57.2% | $95,740-74.3% | $75,173-67.3% |
| Participation rate | 36.4% | 62.5%-26.1pp | 72.3%-35.9pp | 67.2%-30.8pp |
| Annual return | 18.58% | 34.93%-16.4pp | 28.41%-9.8pp | 160.72%-142.1pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,600 | $3,074-15.4% | $4,244-38.7% | $4,126-37.0% |
| Admin fee / account holder | $903 | $4,099-78.0% | $5,676-84.1% | $5,651-84.0% |