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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 | $33,033 | $75,058-56.0% | $152,301-78.3% | $64,340-48.7% |
| Participation rate | 18.3% | 60.9%-42.6pp | 82.4%-64.2pp | 55.2%-37.0pp |
| Annual return | 14.37% | 29.93%-15.6pp | 80.50%-66.1pp | 24.14%-9.8pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,900 | $5,041-62.3% | $8,004-76.3% | $2,980-36.2% |
| Admin fee / account holder | $7,257 | $4,050+79.2% | $14,398-49.6% | $3,703+96.0% |