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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 | $25,680 | $59,016-56.5% | $88,179-70.9% | $100,573-74.5% |
| Participation rate | 3.3% | 28.1%-24.8pp | 69.1%-65.8pp | 70.9%-67.6pp |
| Annual return | 14.33% | 14.54%-0.2pp | 64.97%-50.6pp | 18.89%-4.6pp |
| Employer contribution / active EE | $0 | $1,685-100.0% | $2,549-100.0% | $3,763-100.0% |
| Participant deferral / active EE | $170 | $1,701-90.0% | $4,614-96.3% | $4,921-96.5% |
| Admin fee / account holder | $3,986 | $3,465+15.0% | $7,673-48.1% | $454+778.0% |