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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 | $39,576 | $78,707-49.7% | $117,861-66.4% | $70,126-43.6% |
| Participation rate | 45.6% | 73.2%-27.6pp | 79.7%-34.1pp | 69.5%-24.0pp |
| Annual return | 14.71% | 23.30%-8.6pp | 335.11%-320.4pp | 73.15%-58.4pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,722 | $3,297-47.8% | $4,482-61.6% | $3,332-48.3% |
| Admin fee / account holder | $4,794 | $5,066-5.4% | $8,021-40.2% | $4,645+3.2% |