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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 | $20,970 | $63,433-66.9% | $63,803-67.1% | $64,097-67.3% |
| Participation rate | 28.1% | 65.0%-37.0pp | 72.7%-44.6pp | 55.2%-27.1pp |
| Annual return | 17.07% | 20.74%-3.7pp | 543.72%-526.6pp | 34.64%-17.6pp |
| Employer contribution / active EE | $0 | $2,332-100.0% | $2,532-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,722 | $3,119-44.8% | $3,843-55.2% | $3,080-44.1% |
| Admin fee / account holder | $2,394 | $1,489+60.7% | $5,196-53.9% | $3,454-30.7% |