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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 | $20,684 | $77,638-73.4% | $156,551-86.8% | $62,881-67.1% |
| Participation rate | 39.5% | 71.2%-31.7pp | 84.0%-44.5pp | 69.3%-29.8pp |
| Annual return | 11.74% | 50.33%-38.6pp | 32.23%-20.5pp | 20.14%-8.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,860 | $3,046-38.9% | $4,871-61.8% | $3,203-41.9% |
| Admin fee / account holder | $3,813 | $5,561-31.4% | $13,028-70.7% | $4,296-11.2% |