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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 | $57,781 | $84,236-31.4% | $170,435-66.1% | $70,126-17.6% |
| Participation rate | 38.6% | 70.8%-32.2pp | 83.6%-45.0pp | 69.5%-30.9pp |
| Annual return | 13.41% | 23.06%-9.7pp | 205.94%-192.5pp | 73.15%-59.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,134 | $3,086-30.8% | $4,939-56.8% | $3,332-36.0% |
| Admin fee / account holder | $1,517 | $5,698-73.4% | $13,881-89.1% | $4,645-67.3% |