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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 | $21,951 | $110,212-80.1% | $96,534-77.3% | $139,466-84.3% |
| Participation rate | 52.9% | 78.1%-25.2pp | 76.0%-23.0pp | 80.3%-27.4pp |
| Annual return | 12.58% | 26.42%-13.8pp | 25.88%-13.3pp | 373.66%-361.1pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,722 | $5,547-69.0% | $4,851-64.5% | $6,712-74.3% |
| Admin fee / account holder | $4,285 | $11,599-63.1% | $8,253-48.1% | $11,409-62.4% |