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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 | $27,684 | $58,828-52.9% | $78,002-64.5% | $62,881-56.0% |
| Participation rate | 60.7% | 71.1%-10.3pp | 75.5%-14.8pp | 69.3%-8.6pp |
| Annual return | 8.61% | 17.16%-8.5pp | 425.99%-417.4pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,724 | $2,686-35.8% | $3,497-50.7% | $3,203-46.2% |
| Admin fee / account holder | $2,075 | $4,393-52.8% | $5,481-62.1% | $4,296-51.7% |