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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 | $111,814-74.4% | $103,374-72.3% | $145,959-80.4% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 9.98% | 24.77%-14.8pp | 24.89%-14.9pp | 561.95%-552.0pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,698 | $5,618-52.0% | $5,058-46.7% | $6,689-59.7% |
| Admin fee / account holder | $5,055 | $9,754-48.2% | $8,394-39.8% | $13,398-62.3% |