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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 | $23,670 | $93,617-74.7% | $135,982-82.6% | $75,177-68.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 81.9%-31.9pp | 67.2%-17.2pp |
| Annual return | 21.75% | 30.89%-9.1pp | 68.32%-46.6pp | 160.75%-139.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,759 | $6,406-56.9% | $7,760-64.4% | $4,126-33.1% |
| Admin fee / account holder | $1,989 | $6,980-71.5% | $10,767-81.5% | $5,651-64.8% |