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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 | $27,390 | $232,540-88.2% | $185,117-85.2% | $147,586-81.4% |
| Participation rate | 36.4% | 82.4%-46.0pp | 77.3%-40.9pp | 82.8%-46.5pp |
| Annual return | 18.92% | 43.03%-24.1pp | 40.50%-21.6pp | 578.59%-559.7pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,551 | $5,834-73.4% | $5,045-69.3% | $5,439-71.5% |
| Admin fee / account holder | $3,752 | $10,275-63.5% | $8,159-54.0% | $10,886-65.5% |