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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 | $35,401 | $43,496-18.6% | $161,489-78.1% | $64,340-45.0% |
| Participation rate | 28.4% | 53.5%-25.1pp | 78.7%-50.3pp | 55.2%-26.8pp |
| Annual return | 13.21% | 20.76%-7.5pp | 89.72%-76.5pp | 24.14%-10.9pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,163 | $1,996-41.7% | $5,630-79.3% | $2,980-61.0% |
| Admin fee / account holder | $575 | $2,330-75.3% | $16,006-96.4% | $3,703-84.5% |