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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 | $24,887 | $106,280-76.6% | $96,538-74.2% | $139,487-82.2% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 14.01% | 38.48%-24.5pp | 35.74%-21.7pp | 373.84%-359.8pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,569 | $5,457-52.9% | $4,880-47.4% | $6,713-61.7% |
| Admin fee / account holder | $4,370 | $7,888-44.6% | $6,737-35.1% | $11,407-61.7% |