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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 | $52,706 | $77,814-32.3% | $158,223-66.7% | $86,983-39.4% |
| Participation rate | 26.8% | 68.4%-41.6pp | 79.2%-52.4pp | 69.5%-42.7pp |
| Annual return | 12.71% | 30.54%-17.8pp | 52.09%-39.4pp | 25.83%-13.1pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $937 | $3,270-71.3% | $5,467-82.9% | $4,194-77.7% |
| Admin fee / account holder | $11,618 | $5,879+97.6% | $16,047-27.6% | $7,856+47.9% |