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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 | $22,472 | $46,688-51.9% | $189,758-88.2% | $69,733-67.8% |
| Participation rate | 31.5% | 61.7%-30.2pp | 79.8%-48.3pp | 62.5%-31.0pp |
| Annual return | 15.11% | 14.35%+0.8pp | 52.62%-37.5pp | 15.22%-0.1pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $4,767-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $1,635 | $2,143-23.7% | $5,856-72.1% | $3,054-46.5% |
| Admin fee / account holder | $20,890 | $1,700+1128.5% | $20,388+2.5% | $3,102+573.4% |