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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 | $26,543 | $55,902-52.5% | $76,030-65.1% | $80,959-67.2% |
| Participation rate | 36.7% | 62.1%-25.4pp | 69.1%-32.4pp | 67.7%-31.0pp |
| Annual return | 11.39% | 20.59%-9.2pp | 361.54%-350.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,105 | $3,051-63.8% | $4,257-74.1% | $4,300-74.3% |
| Admin fee / account holder | $7,452 | $5,239+42.2% | $6,421+16.1% | $6,925+7.6% |