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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 | $26,489 | $88,360-70.0% | $145,433-81.8% | $67,986-61.0% |
| Participation rate | 51.4% | 65.5%-14.1pp | 82.1%-30.7pp | 57.2%-5.8pp |
| Annual return | 14.87% | 63.15%-48.3pp | 66.58%-51.7pp | 31.67%-16.8pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,375 | $5,932-60.0% | $7,897-69.9% | $3,358-29.3% |
| Admin fee / account holder | $6,346 | $3,313+91.5% | $13,129-51.7% | $3,203+98.1% |