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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 | $34,914 | $58,828-40.7% | $78,002-55.2% | $62,881-44.5% |
| Participation rate | 55.3% | 71.1%-15.8pp | 75.5%-20.3pp | 69.3%-14.0pp |
| Annual return | 6.63% | 17.16%-10.5pp | 425.99%-419.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,928 | $2,686+9.0% | $3,497-16.3% | $3,203-8.6% |
| Admin fee / account holder | $651 | $4,393-85.2% | $5,481-88.1% | $4,296-84.9% |