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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 | $31,845 | $56,134-43.3% | $96,171-66.9% | $85,847-62.9% |
| Participation rate | 27.5% | 56.7%-29.2pp | 68.4%-41.0pp | 69.3%-41.8pp |
| Annual return | 14.20% | 42.30%-28.1pp | 192.04%-177.8pp | 318.61%-304.4pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,137 | $2,858-25.2% | $4,350-50.9% | $3,952-45.9% |
| Admin fee / account holder | $731 | $3,769-80.6% | $5,538-86.8% | $6,261-88.3% |