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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 | $21,642 | $93,346-76.8% | $71,796-69.9% | $273,970-92.1% |
| Participation rate | 68.4% | 76.5%-8.1pp | 69.1%-0.7pp | 83.0%-14.6pp |
| Annual return | 4.72% | 130.39%-125.7pp | 78.04%-73.3pp | 41.46%-36.7pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,158 | $3,475-66.7% | $2,794-58.6% | $5,287-78.1% |
| Admin fee / account holder | $1,325 | $6,571-79.8% | $4,815-72.5% | $10,132-86.9% |