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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 | $28,240 | $110,410-74.4% | $102,437-72.4% | $145,897-80.6% |
| Participation rate | 15.4% | 77.9%-62.6pp | 74.5%-59.1pp | 80.3%-64.9pp |
| Annual return | 12.34% | 24.85%-12.5pp | 24.95%-12.6pp | 552.29%-539.9pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,682 | $5,622-52.3% | $5,060-47.0% | $6,689-59.9% |
| Admin fee / account holder | $3,040 | $9,745-68.8% | $8,388-63.8% | $13,390-77.3% |