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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 | $37,405 | $51,736-27.7% | $120,225-68.9% | $67,986-45.0% |
| Participation rate | 45.5% | 46.1%-0.5pp | 69.6%-24.0pp | 57.2%-11.7pp |
| Annual return | 14.65% | 31.98%-17.3pp | 439.23%-424.6pp | 31.67%-17.0pp |
| Employer contribution / active EE | $0 | $1,071-100.0% | $3,475-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,250 | $2,206-43.3% | $3,999-68.7% | $3,358-62.8% |
| Admin fee / account holder | $2,802 | $4,159-32.6% | $5,696-50.8% | $3,203-12.5% |