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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 | $28,164 | $98,776-71.5% | $149,745-81.2% | $79,856-64.7% |
| Participation rate | 44.4% | 75.8%-31.3pp | 82.5%-38.0pp | 69.6%-25.2pp |
| Annual return | 23.58% | 27.38%-3.8pp | 276.72%-253.1pp | 31.71%-8.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,270 | $5,681-42.4% | $6,843-52.2% | $3,741-12.6% |
| Admin fee / account holder | $785 | $6,053-87.0% | $9,312-91.6% | $5,306-85.2% |