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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 | $21,306 | $63,433-66.4% | $63,803-66.6% | $64,097-66.8% |
| Participation rate | 24.1% | 65.0%-40.9pp | 72.7%-48.6pp | 55.2%-31.1pp |
| Annual return | 18.58% | 20.74%-2.2pp | 543.72%-525.1pp | 34.64%-16.1pp |
| Employer contribution / active EE | $0 | $2,332-100.0% | $2,532-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,399 | $3,119-55.1% | $3,843-63.6% | $3,080-54.6% |
| Admin fee / account holder | $771 | $1,489-48.2% | $5,196-85.2% | $3,454-77.7% |