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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 | $32,893 | $77,908-57.8% | $149,696-78.0% | $75,173-56.2% |
| Participation rate | 45.0% | 65.6%-20.6pp | 78.8%-33.8pp | 67.2%-22.2pp |
| Annual return | 27.73% | 31.73%-4.0pp | 134.46%-106.7pp | 160.72%-133.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,219 | $3,411-5.6% | $5,682-43.4% | $4,126-22.0% |
| Admin fee / account holder | $361 | $5,950-93.9% | $13,212-97.3% | $5,651-93.6% |