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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 | $29,741 | $72,492-59.0% | $87,104-65.9% | $72,975-59.2% |
| Participation rate | 45.0% | 72.8%-27.8pp | 76.9%-31.9pp | 69.5%-24.5pp |
| Annual return | 37.38% | 24.46%+12.9pp | 28.19%+9.2pp | 81.01%-43.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,353 | $3,270+124.9% | $4,048+81.6% | $3,608+103.8% |
| Admin fee / account holder | $2,922 | $5,055-42.2% | $7,491-61.0% | $5,124-43.0% |