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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 | $42,539 | $43,496-2.2% | $161,489-73.7% | $64,340-33.9% |
| Participation rate | 12.8% | 53.5%-40.7pp | 78.7%-65.9pp | 55.2%-42.5pp |
| Annual return | 15.18% | 20.76%-5.6pp | 89.72%-74.5pp | 24.14%-9.0pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,033 | $1,996-48.2% | $5,630-81.6% | $2,980-65.3% |
| Admin fee / account holder | $1,145 | $2,330-50.9% | $16,006-92.8% | $3,703-69.1% |