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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 | $34,715 | $50,554-31.3% | $67,681-48.7% | $87,485-60.3% |
| Participation rate | 68.6% | 67.7%+0.9pp | 73.7%-5.2pp | 68.9%-0.4pp |
| Annual return | 14.32% | 17.81%-3.5pp | 590.58%-576.3pp | 26.06%-11.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,582 | $2,961+189.8% | $3,976+115.9% | $4,274+100.8% |
| Admin fee / account holder | $8,424 | $4,132+103.8% | $6,100+38.1% | $7,775+8.3% |