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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 | $26,326 | $50,082-47.4% | $93,406-71.8% | $79,858-67.0% |
| Participation rate | 51.4% | 60.9%-9.6pp | 66.8%-15.5pp | 69.6%-18.3pp |
| Annual return | 17.76% | 24.59%-6.8pp | 78.05%-60.3pp | 31.72%-14.0pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,075-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,071 | $2,212+38.8% | $3,126-1.8% | $3,740-17.9% |
| Admin fee / account holder | $1,494 | $3,454-56.7% | $5,230-71.4% | $5,306-71.8% |