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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 | $20,135 | $101,618-80.2% | $93,063-78.4% | $137,256-85.3% |
| Participation rate | 60.0% | 74.9%-14.9pp | 72.1%-12.1pp | 80.0%-20.0pp |
| Annual return | 11.43% | 223.95%-212.5pp | 34.15%-22.7pp | 220.34%-208.9pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,781 | $4,279-11.6% | $3,958-4.5% | $6,407-41.0% |
| Admin fee / account holder | $7,052 | $6,198+13.8% | $6,033+16.9% | $12,270-42.5% |