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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 | $19,227 | $77,908-75.3% | $149,696-87.2% | $75,173-74.4% |
| Participation rate | 34.6% | 65.6%-31.0pp | 78.8%-44.2pp | 67.2%-32.6pp |
| Annual return | 24.26% | 31.73%-7.5pp | 134.46%-110.2pp | 160.72%-136.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,969 | $3,411-13.0% | $5,682-47.8% | $4,126-28.1% |
| Admin fee / account holder | $2,496 | $5,950-58.0% | $13,212-81.1% | $5,651-55.8% |