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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 | $31,780 | $91,179-65.1% | $178,499-82.2% | $79,852-60.2% |
| Participation rate | 63.0% | 69.2%-6.2pp | 81.9%-18.9pp | 69.6%-6.6pp |
| Annual return | 13.59% | 24.19%-10.6pp | 151.10%-137.5pp | 31.72%-18.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,855 | $3,236-42.7% | $5,202-64.3% | $3,740-50.4% |
| Admin fee / account holder | $435 | $6,749-93.6% | $13,986-96.9% | $5,306-91.8% |