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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 | $32,366 | $71,215-54.6% | $93,696-65.5% | $80,935-60.0% |
| Participation rate | 26.6% | 60.4%-33.8pp | 68.7%-42.2pp | 67.7%-41.1pp |
| Annual return | 16.71% | 11.27%+5.4pp | 133.74%-117.0pp | 35.66%-18.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,801 | $4,037-55.4% | $4,417-59.2% | $4,299-58.1% |
| Admin fee / account holder | $2,547 | $6,958-63.4% | $8,287-69.3% | $6,924-63.2% |