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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 | $21,397 | $116,434-81.6% | $65,583-67.4% | $139,487-84.7% |
| Participation rate | 52.4% | 67.9%-15.5pp | 65.0%-12.6pp | 80.3%-28.0pp |
| Annual return | 17.29% | 31.34%-14.0pp | 47.46%-30.2pp | 373.84%-356.6pp |
| Employer contribution / active EE | $0 | $2,602-100.0% | $1,692-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,976 | $4,245-53.4% | $2,833-30.2% | $6,713-70.6% |
| Admin fee / account holder | $2,255 | $6,696-66.3% | $4,112-45.2% | $11,407-80.2% |