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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 | $36,046 | $63,354-43.1% | $94,105-61.7% | $82,637-56.4% |
| Participation rate | 41.7% | 63.8%-22.2pp | 71.9%-30.3pp | 68.1%-26.4pp |
| Annual return | 34.88% | 34.36%+0.5pp | 204.55%-169.7pp | 53.51%-18.6pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,276 | $2,873-20.8% | $3,881-41.4% | $4,126-44.8% |
| Admin fee / account holder | $1,403 | $5,073-72.3% | $6,199-77.4% | $7,339-80.9% |