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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 | $105,248-65.3% | $147,318-75.2% | $71,012-48.6% |
| Participation rate | 9.1% | 66.1%-57.0pp | 82.1%-73.0pp | 58.6%-49.5pp |
| Annual return | 18.12% | 26.02%-7.9pp | 70.43%-52.3pp | 37.67%-19.5pp |
| Employer contribution / active EE | $0 | $3,785-100.0% | $4,593-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $691 | $6,452-89.3% | $7,906-91.3% | $3,246-78.7% |
| Admin fee / account holder | $1,411 | $862+63.6% | $13,708-89.7% | $1,167+20.9% |