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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 | $51,649-27.6% | $124,206-69.9% | $64,097-41.6% |
| Participation rate | 45.5% | 45.2%+0.4pp | 69.6%-24.0pp | 55.2%-9.6pp |
| Annual return | 14.65% | 19.98%-5.3pp | 515.27%-500.6pp | 34.64%-20.0pp |
| Employer contribution / active EE | $0 | $1,057-100.0% | $3,540-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,250 | $2,165-42.3% | $3,968-68.5% | $3,080-59.4% |
| Admin fee / account holder | $2,802 | $4,237-33.9% | $5,929-52.7% | $3,454-18.9% |