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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 | $31,010 | $62,549-50.4% | $85,705-63.8% | $85,851-63.9% |
| Participation rate | 51.6% | 61.1%-9.6pp | 69.9%-18.3pp | 69.3%-17.8pp |
| Annual return | 18.09% | 23.77%-5.7pp | 21.49%-3.4pp | 318.63%-300.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,693 | $2,802-39.6% | $3,924-56.9% | $3,952-57.2% |
| Admin fee / account holder | $1,905 | $4,644-59.0% | $6,877-72.3% | $6,261-69.6% |