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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 | $44,660 | $61,816-27.8% | $97,260-54.1% | $80,935-44.8% |
| Participation rate | 26.8% | 63.5%-36.7pp | 72.7%-45.9pp | 67.7%-40.9pp |
| Annual return | 11.69% | -558.73%+570.4pp | 75.54%-63.8pp | 35.66%-24.0pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,569 | $3,027-48.2% | $4,262-63.2% | $4,299-63.5% |
| Admin fee / account holder | $3,824 | $5,166-26.0% | $5,640-32.2% | $6,924-44.8% |