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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 | $28,462 | $99,875-71.5% | $146,866-80.6% | $86,983-67.3% |
| Participation rate | 66.2% | 75.8%-9.6pp | 82.5%-16.3pp | 69.5%-3.4pp |
| Annual return | 16.67% | 28.10%-11.4pp | 102.85%-86.2pp | 25.83%-9.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,716 | $6,322-41.2% | $7,759-52.1% | $4,194-11.4% |
| Admin fee / account holder | $1,715 | $7,838-78.1% | $13,620-87.4% | $7,856-78.2% |