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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 | $31,010 | $50,898-39.1% | $171,082-81.9% | $55,167-43.8% |
| Participation rate | 33.3% | 63.3%-29.9pp | 76.7%-43.4pp | 69.0%-35.7pp |
| Annual return | 6.72% | 15.34%-8.6pp | 32.56%-25.8pp | 169.23%-162.5pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,578 | $2,994-47.3% | $4,797-67.1% | $3,054-48.3% |
| Admin fee / account holder | $1,846 | $500+269.6% | $8,520-78.3% | $504+266.4% |