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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 | $28,667 | $110,410-74.0% | $102,437-72.0% | $145,897-80.4% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 9.98% | 24.85%-14.9pp | 24.95%-15.0pp | 552.29%-542.3pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,698 | $5,622-52.0% | $5,060-46.7% | $6,689-59.7% |
| Admin fee / account holder | $5,055 | $9,745-48.1% | $8,388-39.7% | $13,390-62.2% |