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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 | $31,327 | $78,690-60.2% | $161,489-80.6% | $87,485-64.2% |
| Participation rate | 48.1% | 67.5%-19.3pp | 78.7%-30.5pp | 68.9%-20.8pp |
| Annual return | 20.60% | 32.74%-12.1pp | 89.72%-69.1pp | 26.06%-5.5pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,582 | $3,311+38.4% | $5,630-18.6% | $4,274+7.2% |
| Admin fee / account holder | $5,439 | $6,724-19.1% | $16,006-66.0% | $7,775-30.0% |