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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 | $33,090 | $59,016-43.9% | $88,179-62.5% | $100,573-67.1% |
| Participation rate | 2.7% | 28.1%-25.4pp | 69.1%-66.4pp | 70.9%-68.2pp |
| Annual return | 12.17% | 14.54%-2.4pp | 64.97%-52.8pp | 18.89%-6.7pp |
| Employer contribution / active EE | $0 | $1,685-100.0% | $2,549-100.0% | $3,763-100.0% |
| Participant deferral / active EE | $112 | $1,701-93.4% | $4,614-97.6% | $4,921-97.7% |
| Admin fee / account holder | $1,102 | $3,465-68.2% | $7,673-85.6% | $454+142.7% |