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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 | $34,108 | $98,766-65.5% | $149,730-77.2% | $79,852-57.3% |
| Participation rate | 49.0% | 75.8%-26.8pp | 82.5%-33.5pp | 69.6%-20.6pp |
| Annual return | 24.71% | 27.43%-2.7pp | 276.70%-252.0pp | 31.72%-7.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,834 | $5,681+20.3% | $6,843-0.1% | $3,740+82.7% |
| Admin fee / account holder | $770 | $6,052-87.3% | $9,310-91.7% | $5,306-85.5% |