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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 | $21,638 | $50,554-57.2% | $67,681-68.0% | $87,485-75.3% |
| Participation rate | 54.8% | 67.7%-12.9pp | 73.7%-18.9pp | 68.9%-14.1pp |
| Annual return | 14.69% | 17.81%-3.1pp | 590.58%-575.9pp | 26.06%-11.4pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,268 | $2,961+10.4% | $3,976-17.8% | $4,274-23.5% |
| Admin fee / account holder | $375 | $4,132-90.9% | $6,100-93.8% | $7,775-95.2% |