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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 | $35,604 | $84,236-57.7% | $170,439-79.1% | $70,124-49.2% |
| Participation rate | 16.7% | 70.8%-54.2pp | 83.6%-66.9pp | 69.5%-52.9pp |
| Annual return | 26.87% | 23.06%+3.8pp | 205.94%-179.1pp | 73.14%-46.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,734 | $3,086-11.4% | $4,939-44.6% | $3,332-17.9% |
| Admin fee / account holder | $2,170 | $5,698-61.9% | $13,881-84.4% | $4,645-53.3% |