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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 | $22,409 | $84,236-73.4% | $170,435-86.9% | $70,126-68.0% |
| Participation rate | 26.7% | 70.8%-44.2pp | 83.6%-56.9pp | 69.5%-42.9pp |
| Annual return | 19.01% | 23.06%-4.1pp | 205.94%-186.9pp | 73.15%-54.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $895 | $3,086-71.0% | $4,939-81.9% | $3,332-73.2% |
| Admin fee / account holder | $2,581 | $5,698-54.7% | $13,881-81.4% | $4,645-44.4% |