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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 | $24,405 | $211,288-88.4% | $178,540-86.3% | $145,884-83.3% |
| Participation rate | 35.3% | 80.8%-45.5pp | 77.1%-41.8pp | 80.3%-45.0pp |
| Annual return | 11.89% | 30.27%-18.4pp | 27.15%-15.3pp | 551.85%-540.0pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,347 | $6,967-80.7% | $6,281-78.6% | $6,690-79.9% |
| Admin fee / account holder | $328 | $12,105-97.3% | $10,424-96.9% | $13,392-97.6% |