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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 | $20,672 | $117,895-82.5% | $102,460-79.8% | $145,897-85.8% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 13.03% | 31.92%-18.9pp | 29.47%-16.4pp | 552.29%-539.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,679 | $5,736-53.3% | $5,056-47.0% | $6,689-60.0% |
| Admin fee / account holder | $1,660 | $13,353-87.6% | $9,460-82.4% | $13,390-87.6% |