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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 | $75,058-64.7% | $152,301-82.6% | $64,340-58.8% |
| Participation rate | 51.4% | 60.9%-9.5pp | 82.4%-31.1pp | 55.2%-3.9pp |
| Annual return | 14.87% | 29.93%-15.1pp | 80.50%-65.6pp | 24.14%-9.3pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,375 | $5,041-52.9% | $8,004-70.3% | $2,980-20.3% |
| Admin fee / account holder | $6,346 | $4,050+56.7% | $14,398-55.9% | $3,703+71.4% |