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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 | $36,491 | $112,596-67.6% | $152,301-76.0% | $64,728-43.6% |
| Participation rate | 9.1% | 63.6%-54.5pp | 82.4%-73.4pp | 57.9%-48.8pp |
| Annual return | 18.12% | 23.76%-5.6pp | 80.50%-62.4pp | 49.38%-31.3pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,624-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $691 | $6,075-88.6% | $8,004-91.4% | $2,729-74.7% |
| Admin fee / account holder | $1,411 | $996+41.6% | $14,398-90.2% | $1,145+23.2% |