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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 | $26,995 | $84,236-68.0% | $170,439-84.2% | $70,124-61.5% |
| Participation rate | 25.0% | 70.8%-45.8pp | 83.6%-58.6pp | 69.5%-44.5pp |
| Annual return | 18.54% | 23.06%-4.5pp | 205.94%-187.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,174 | $3,086-62.0% | $4,939-76.2% | $3,332-64.8% |
| Admin fee / account holder | $1,287 | $5,698-77.4% | $13,881-90.7% | $4,645-72.3% |