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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 | $56,127 | $113,338-50.5% | $94,993-40.9% | $147,586-62.0% |
| Participation rate | 68.8% | 78.0%-9.2pp | 73.9%-5.1pp | 82.8%-14.1pp |
| Annual return | 21.22% | 20.80%+0.4pp | 27.14%-5.9pp | 578.59%-557.4pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,256 | $3,777-66.8% | $3,317-62.1% | $5,439-76.9% |
| Admin fee / account holder | $332 | $6,063-94.5% | $4,960-93.3% | $10,886-96.9% |