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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 | $29,918 | $93,346-68.0% | $71,796-58.3% | $273,972-89.1% |
| Participation rate | 63.6% | 76.5%-12.9pp | 69.1%-5.5pp | 83.0%-19.4pp |
| Annual return | 3.49% | 130.39%-126.9pp | 78.04%-74.5pp | 41.46%-38.0pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,067 | $3,475-11.7% | $2,794+9.8% | $5,287-42.0% |
| Admin fee / account holder | $814 | $6,571-87.6% | $4,815-83.1% | $10,133-92.0% |