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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 | $29,703 | $93,589-68.3% | $135,942-78.2% | $75,181-60.5% |
| Participation rate | 20.0% | 75.2%-55.2pp | 81.9%-61.9pp | 67.2%-47.2pp |
| Annual return | 19.77% | 30.90%-11.1pp | 68.28%-48.5pp | 160.69%-140.9pp |
| 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 | $1,050 | $6,977-85.0% | $10,764-90.2% | $5,650-81.4% |