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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 | $26,304 | $48,011-45.2% | $63,803-58.8% | $82,637-68.2% |
| Participation rate | 32.6% | 66.6%-34.0pp | 72.7%-40.1pp | 68.1%-35.5pp |
| Annual return | 16.77% | 19.84%-3.1pp | 543.72%-527.0pp | 53.51%-36.7pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,509 | $2,846-47.0% | $3,843-60.7% | $4,126-63.4% |
| Admin fee / account holder | $1,392 | $3,873-64.1% | $5,196-73.2% | $7,339-81.0% |