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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 | $29,700 | $61,391-51.6% | $149,723-80.2% | $71,529-58.5% |
| Participation rate | 23.5% | 62.5%-39.0pp | 78.8%-55.2pp | 67.9%-44.4pp |
| Annual return | 15.69% | 35.88%-20.2pp | 134.50%-118.8pp | 28.97%-13.3pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,189 | $2,921-59.3% | $5,682-79.1% | $4,291-72.3% |
| Admin fee / account holder | $1,691 | $1,264+33.8% | $13,215-87.2% | $1,588+6.5% |