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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 | $39,174 | $89,367-56.2% | $141,191-72.3% | $72,975-46.3% |
| Participation rate | 20.5% | 75.1%-54.6pp | 82.5%-61.9pp | 69.5%-48.9pp |
| Annual return | 24.17% | 111.87%-87.7pp | 71.41%-47.2pp | 81.01%-56.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,471 | $5,419-35.9% | $6,710-48.3% | $3,608-3.8% |
| Admin fee / account holder | $3,795 | $5,957-36.3% | $10,264-63.0% | $5,124-25.9% |