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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 | $27,070 | $55,889-51.6% | $76,119-64.4% | $80,935-66.6% |
| Participation rate | 27.9% | 62.1%-34.2pp | 69.1%-41.2pp | 67.7%-39.8pp |
| Annual return | 12.38% | 20.58%-8.2pp | 361.25%-348.9pp | 35.66%-23.3pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,597 | $3,051-47.7% | $4,259-62.5% | $4,299-62.9% |
| Admin fee / account holder | $423 | $5,241-91.9% | $6,421-93.4% | $6,924-93.9% |