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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 | $18,331 | $52,279-64.9% | $89,435-79.5% | $79,856-77.0% |
| Participation rate | 44.8% | 57.5%-12.7pp | 68.0%-23.2pp | 69.6%-24.8pp |
| Annual return | 15.62% | 22.16%-6.5pp | 245.55%-229.9pp | 31.71%-16.1pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,221 | $2,740+17.6% | $3,890-17.2% | $3,741-13.9% |
| Admin fee / account holder | $3,618 | $3,356+7.8% | $4,884-25.9% | $5,306-31.8% |