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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 | $44,367 | $61,125-27.4% | $94,057-52.8% | $87,485-49.3% |
| Participation rate | 31.0% | 64.1%-33.0pp | 73.3%-42.3pp | 68.9%-37.9pp |
| Annual return | 18.11% | 35.20%-17.1pp | 480.62%-462.5pp | 26.06%-8.0pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,771 | $3,260-45.7% | $4,709-62.4% | $4,274-58.6% |
| Admin fee / account holder | $444 | $5,629-92.1% | $7,244-93.9% | $7,775-94.3% |