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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 | $23,970 | $93,346-74.3% | $71,796-66.6% | $273,972-91.3% |
| Participation rate | 54.5% | 76.5%-22.0pp | 69.1%-14.6pp | 83.0%-28.5pp |
| Annual return | 4.24% | 130.39%-126.1pp | 78.04%-73.8pp | 41.46%-37.2pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,933 | $3,475-15.6% | $2,794+5.0% | $5,287-44.5% |
| Admin fee / account holder | $2,308 | $6,571-64.9% | $4,815-52.1% | $10,133-77.2% |