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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 | $20,091 | $84,236-76.1% | $170,435-88.2% | $70,126-71.4% |
| Participation rate | 40.8% | 70.8%-30.0pp | 83.6%-42.8pp | 69.5%-28.7pp |
| Annual return | 18.28% | 23.06%-4.8pp | 205.94%-187.7pp | 73.15%-54.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $864 | $3,086-72.0% | $4,939-82.5% | $3,332-74.1% |
| Admin fee / account holder | $733 | $5,698-87.1% | $13,881-94.7% | $4,645-84.2% |