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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 | $33,826 | $75,959-55.5% | $154,114-78.1% | $64,181-47.3% |
| Participation rate | 61.0% | 70.4%-9.4pp | 83.0%-22.1pp | 69.6%-8.6pp |
| Annual return | 7.51% | 30.32%-22.8pp | 735.16%-727.7pp | 7.63%-0.1pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,542 | $3,175-19.9% | $5,081-50.0% | $3,470-26.7% |
| Admin fee / account holder | $849 | $5,589-84.8% | $13,411-93.7% | $4,887-82.6% |