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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 | $23,656 | $91,198-74.1% | $178,503-86.7% | $79,856-70.4% |
| Participation rate | 31.6% | 69.2%-37.6pp | 81.9%-50.4pp | 69.6%-38.1pp |
| Annual return | 13.73% | 24.20%-10.5pp | 151.12%-137.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,899 | $3,237+20.5% | $5,202-25.0% | $3,741+4.2% |
| Admin fee / account holder | $5,613 | $6,748-16.8% | $13,987-59.9% | $5,306+5.8% |