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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 | $31,125 | $84,685-63.2% | $142,942-78.2% | $67,986-54.2% |
| Participation rate | 25.9% | 61.4%-35.5pp | 76.8%-50.9pp | 57.2%-31.3pp |
| Annual return | 15.42% | 35.89%-20.5pp | 113.70%-98.3pp | 31.67%-16.2pp |
| Employer contribution / active EE | $0 | $2,263-100.0% | $4,139-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,619 | $3,832-57.7% | $7,128-77.3% | $3,358-51.8% |
| Admin fee / account holder | $7,229 | $3,229+123.9% | $12,475-42.1% | $3,203+125.7% |