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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 | $37,200 | $43,496-14.5% | $161,489-77.0% | $64,340-42.2% |
| Participation rate | 21.2% | 53.5%-32.3pp | 78.7%-57.5pp | 55.2%-34.1pp |
| Annual return | 22.68% | 20.76%+1.9pp | 89.72%-67.0pp | 24.14%-1.5pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,242 | $1,996-37.8% | $5,630-77.9% | $2,980-58.3% |
| Admin fee / account holder | $2,303 | $2,330-1.2% | $16,006-85.6% | $3,703-37.8% |