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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 | $29,055 | $61,815-53.0% | $97,295-70.1% | $80,959-64.1% |
| Participation rate | 32.6% | 63.5%-30.9pp | 72.7%-40.1pp | 67.7%-35.1pp |
| Annual return | 11.94% | -558.73%+570.7pp | 75.62%-63.7pp | 35.67%-23.7pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,335 | $3,027-22.9% | $4,264-45.2% | $4,300-45.7% |
| Admin fee / account holder | $3,700 | $5,166-28.4% | $5,646-34.5% | $6,925-46.6% |