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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 | $23,687 | $104,694-77.4% | $85,709-72.4% | $167,536-85.9% |
| Participation rate | 21.4% | 76.4%-54.9pp | 69.9%-48.4pp | 82.1%-60.7pp |
| Annual return | 22.86% | 21.45%+1.4pp | 21.49%+1.4pp | 478.82%-456.0pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,619-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,201 | $4,826-54.4% | $3,924-43.9% | $6,342-65.3% |
| Admin fee / account holder | $4,134 | $10,035-58.8% | $6,876-39.9% | $12,315-66.4% |