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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 | $31,995 | $91,167-64.9% | $178,498-82.1% | $79,858-59.9% |
| Participation rate | 44.4% | 69.2%-24.8pp | 81.9%-37.5pp | 69.6%-25.2pp |
| Annual return | 12.72% | 24.19%-11.5pp | 151.09%-138.4pp | 31.72%-19.0pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $993 | $3,236-69.3% | $5,202-80.9% | $3,740-73.5% |
| Admin fee / account holder | $481 | $6,747-92.9% | $13,985-96.6% | $5,306-90.9% |