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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 | $39,404 | $57,590-31.6% | $86,233-54.3% | $82,448-52.2% |
| Participation rate | 8.5% | 57.9%-49.4pp | 69.0%-60.5pp | 68.1%-59.6pp |
| Annual return | 79.72% | 22.41%+57.3pp | 61.39%+18.3pp | 41.64%+38.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,364 | $3,080-55.7% | $4,559-70.1% | $4,139-67.1% |
| Admin fee / account holder | $2,831 | $4,730-40.2% | $8,342-66.1% | $7,234-60.9% |