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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 | $25,127 | $98,240-74.4% | $82,312-69.5% | $147,586-83.0% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.6pp | 82.8%-49.5pp |
| Annual return | 18.41% | 30.85%-12.4pp | 25.88%-7.5pp | 578.59%-560.2pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,788 | $4,383-59.2% | $3,706-51.8% | $5,439-67.1% |
| Admin fee / account holder | $4,351 | $8,563-49.2% | $5,608-22.4% | $10,886-60.0% |