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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 | $27,022 | $105,856-74.5% | $90,161-70.0% | $147,586-81.7% |
| Participation rate | 30.0% | 79.7%-49.7pp | 76.9%-46.9pp | 82.8%-52.8pp |
| Annual return | 12.07% | 37.63%-25.6pp | 34.89%-22.8pp | 578.59%-566.5pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,162 | $5,733-62.3% | $5,287-59.1% | $5,439-60.3% |
| Admin fee / account holder | $5,903 | $8,046-26.6% | $5,943-0.7% | $10,886-45.8% |