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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 | $25,504 | $97,125-73.7% | $86,233-70.4% | $137,256-81.4% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.0%-35.7pp | 80.0%-46.6pp |
| Annual return | 15.65% | 74.19%-58.5pp | 61.39%-45.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,387 | $5,180-73.2% | $4,559-69.6% | $6,407-78.4% |
| Admin fee / account holder | $2,154 | $9,725-77.8% | $8,342-74.2% | $12,270-82.4% |