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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 | $29,738 | $84,236-64.7% | $170,435-82.6% | $70,126-57.6% |
| Participation rate | 11.1% | 70.8%-59.7pp | 83.6%-72.5pp | 69.5%-58.4pp |
| Annual return | 21.28% | 23.06%-1.8pp | 205.94%-184.7pp | 73.15%-51.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $940 | $3,086-69.5% | $4,939-81.0% | $3,332-71.8% |
| Admin fee / account holder | $2,186 | $5,698-61.6% | $13,881-84.3% | $4,645-53.0% |