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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 | $30,111 | $77,920-61.4% | $149,723-79.9% | $75,177-59.9% |
| Participation rate | 31.3% | 65.6%-34.3pp | 78.8%-47.5pp | 67.2%-36.0pp |
| Annual return | 23.57% | 31.72%-8.2pp | 134.50%-110.9pp | 160.75%-137.2pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $880 | $3,411-74.2% | $5,682-84.5% | $4,126-78.7% |
| Admin fee / account holder | $621 | $5,951-89.6% | $13,215-95.3% | $5,651-89.0% |