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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 | $51,658 | $93,589-44.8% | $135,942-62.0% | $75,181-31.3% |
| Participation rate | 28.6% | 75.2%-46.6pp | 81.9%-53.3pp | 67.2%-38.6pp |
| Annual return | 18.12% | 30.90%-12.8pp | 68.28%-50.2pp | 160.69%-142.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,823 | $6,405-55.9% | $7,759-63.6% | $4,126-31.6% |
| Admin fee / account holder | $7,939 | $6,977+13.8% | $10,764-26.2% | $5,650+40.5% |