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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 | $30,174 | $93,345-67.7% | $119,126-74.7% | $87,485-65.5% |
| Participation rate | 65.8% | 68.7%-2.9pp | 75.8%-10.0pp | 68.9%-3.1pp |
| Annual return | 17.85% | 19.08%-1.2pp | 282.11%-264.3pp | 26.06%-8.2pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,388 | $4,099-41.7% | $5,318-55.1% | $4,274-44.1% |
| Admin fee / account holder | $1,112 | $8,039-86.2% | $10,693-89.6% | $7,775-85.7% |