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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 | $38,758 | $117,444-67.0% | $99,479-61.0% | $152,909-74.7% |
| Participation rate | 55.6% | 77.5%-22.0pp | 73.8%-18.3pp | 82.5%-26.9pp |
| Annual return | 21.39% | 31.87%-10.5pp | 30.72%-9.3pp | 345.46%-324.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $751 | $4,086-81.6% | $3,619-79.2% | $5,851-87.2% |
| Admin fee / account holder | $762 | $7,635-90.0% | $6,253-87.8% | $11,601-93.4% |