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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 | $38,703 | $61,125-36.7% | $94,057-58.9% | $87,485-55.8% |
| Participation rate | 29.0% | 64.1%-35.0pp | 73.3%-44.3pp | 68.9%-39.9pp |
| Annual return | 19.81% | 35.20%-15.4pp | 480.62%-460.8pp | 26.06%-6.2pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,818 | $3,260-13.6% | $4,709-40.2% | $4,274-34.1% |
| Admin fee / account holder | $2,032 | $5,629-63.9% | $7,244-72.0% | $7,775-73.9% |