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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 | $27,241 | $88,672-69.3% | $105,223-74.1% | $82,448-67.0% |
| Participation rate | 34.0% | 67.9%-33.9pp | 75.0%-41.0pp | 68.1%-34.0pp |
| Annual return | 25.19% | 30.86%-5.7pp | 180.65%-155.5pp | 41.64%-16.4pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,572 | $4,036-11.5% | $5,072-29.6% | $4,139-13.7% |
| Admin fee / account holder | $3,845 | $7,146-46.2% | $8,859-56.6% | $7,234-46.9% |