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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 | $20,539 | $77,908-73.6% | $149,696-86.3% | $75,173-72.7% |
| Participation rate | 34.0% | 65.6%-31.5pp | 78.8%-44.7pp | 67.2%-33.2pp |
| Annual return | 16.75% | 31.73%-15.0pp | 134.46%-117.7pp | 160.72%-144.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,361 | $3,411-60.1% | $5,682-76.0% | $4,126-67.0% |
| Admin fee / account holder | $779 | $5,950-86.9% | $13,212-94.1% | $5,651-86.2% |