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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 | $60,047 | $63,703-5.7% | $93,063-35.5% | $82,448-27.2% |
| Participation rate | 32.2% | 63.8%-31.6pp | 72.1%-39.9pp | 68.1%-35.9pp |
| Annual return | 17.02% | -775.43%+792.4pp | 34.15%-17.1pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,397 | $2,919-52.1% | $3,958-64.7% | $4,139-66.3% |
| Admin fee / account holder | $1,850 | $5,982-69.1% | $6,033-69.3% | $7,234-74.4% |