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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 | $42,697 | $78,423-45.6% | $95,964-55.5% | $79,856-46.5% |
| Participation rate | 50.0% | 73.5%-23.5pp | 77.1%-27.1pp | 69.6%-19.6pp |
| Annual return | 29.35% | 19.37%+10.0pp | 91.64%-62.3pp | 31.71%-2.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,294 | $3,440+112.0% | $4,167+75.0% | $3,741+95.0% |
| Admin fee / account holder | $1,400 | $5,622-75.1% | $6,797-79.4% | $5,306-73.6% |