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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 | $26,671 | $98,766-73.0% | $149,730-82.2% | $79,852-66.6% |
| Participation rate | 45.3% | 75.8%-30.5pp | 82.5%-37.2pp | 69.6%-24.4pp |
| Annual return | 19.37% | 27.43%-8.1pp | 276.70%-257.3pp | 31.72%-12.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,610 | $5,681-54.1% | $6,843-61.9% | $3,740-30.2% |
| Admin fee / account holder | $2,154 | $6,052-64.4% | $9,310-76.9% | $5,306-59.4% |