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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 | $22,786 | $165,381-86.2% | $149,730-84.8% | $158,966-85.7% |
| Participation rate | 35.7% | 84.6%-48.9pp | 82.5%-46.8pp | 82.0%-46.2pp |
| Annual return | 11.87% | 348.29%-336.4pp | 276.70%-264.8pp | 302.95%-291.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,072 | $7,182-43.3% | $6,843-40.5% | $5,983-31.9% |
| Admin fee / account holder | $1,269 | $10,809-88.3% | $9,310-86.4% | $11,250-88.7% |