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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 | $42,529 | $84,236-49.5% | $170,435-75.0% | $70,126-39.4% |
| Participation rate | 35.5% | 70.8%-35.3pp | 83.6%-48.1pp | 69.5%-34.1pp |
| Annual return | 12.98% | 23.06%-10.1pp | 205.94%-193.0pp | 73.15%-60.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $955 | $3,086-69.0% | $4,939-80.7% | $3,332-71.3% |
| Admin fee / account holder | $1,500 | $5,698-73.7% | $13,881-89.2% | $4,645-67.7% |