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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 | $24,939 | $93,598-73.4% | $135,974-81.7% | $75,173-66.8% |
| Participation rate | 27.4% | 75.2%-47.8pp | 81.9%-54.5pp | 67.2%-39.8pp |
| Annual return | 20.83% | 30.89%-10.1pp | 68.30%-47.5pp | 160.72%-139.9pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,869 | $6,405-55.2% | $7,760-63.0% | $4,126-30.5% |
| Admin fee / account holder | $2,357 | $6,978-66.2% | $10,767-78.1% | $5,651-58.3% |