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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 | $24,466 | $126,661-80.7% | $113,397-78.4% | $138,895-82.4% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 16.06% | 25.05%-9.0pp | 23.20%-7.1pp | 145.39%-129.3pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,585 | $5,693-37.0% | $5,076-29.4% | $6,396-43.9% |
| Admin fee / account holder | $2,143 | $14,549-85.3% | $11,957-82.1% | $12,562-82.9% |