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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 | $28,758 | $84,236-65.9% | $170,435-83.1% | $70,126-59.0% |
| Participation rate | 42.5% | 70.8%-28.4pp | 83.6%-41.1pp | 69.5%-27.1pp |
| Annual return | 14.14% | 23.06%-8.9pp | 205.94%-191.8pp | 73.15%-59.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,312 | $3,086-25.1% | $4,939-53.2% | $3,332-30.6% |
| Admin fee / account holder | $912 | $5,698-84.0% | $13,881-93.4% | $4,645-80.4% |