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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 | $30,173 | $91,037-66.9% | $71,671-57.9% | $147,586-79.6% |
| Participation rate | 69.2% | 76.1%-6.9pp | 68.7%+0.5pp | 82.8%-13.6pp |
| Annual return | 9.73% | 20.48%-10.7pp | 20.65%-10.9pp | 578.59%-568.9pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,092 | $4,498-53.5% | $3,438-39.1% | $5,439-61.5% |
| Admin fee / account holder | $1,320 | $8,613-84.7% | $5,558-76.3% | $10,886-87.9% |