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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 | $42,914 | $93,345-54.0% | $119,126-64.0% | $87,485-50.9% |
| Participation rate | 18.9% | 68.7%-49.8pp | 75.8%-56.8pp | 68.9%-50.0pp |
| Annual return | 13.41% | 19.08%-5.7pp | 282.11%-268.7pp | 26.06%-12.6pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,971 | $4,099-51.9% | $5,318-62.9% | $4,274-53.9% |
| Admin fee / account holder | $2,105 | $8,039-73.8% | $10,693-80.3% | $7,775-72.9% |