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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 | $38,198 | $61,338-37.7% | $149,717-74.5% | $71,495-46.6% |
| Participation rate | 24.7% | 62.5%-37.8pp | 78.8%-54.1pp | 67.9%-43.3pp |
| Annual return | 16.46% | 35.86%-19.4pp | 134.41%-117.9pp | 28.85%-12.4pp |
| Employer contribution / active EE | $0 | $2,381-100.0% | $4,820-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,241 | $2,919-57.5% | $5,682-78.2% | $4,291-71.1% |
| Admin fee / account holder | $2,019 | $1,263+59.9% | $13,213-84.7% | $1,588+27.2% |