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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 | $30,193 | $65,428-53.9% | $169,390-82.2% | $71,511-57.8% |
| Participation rate | 31.8% | 66.9%-35.1pp | 77.2%-45.4pp | 67.9%-36.2pp |
| Annual return | 17.93% | 21.35%-3.4pp | 406.07%-388.1pp | 28.86%-10.9pp |
| Employer contribution / active EE | $0 | $2,064-100.0% | $4,013-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,432 | $4,360-44.2% | $6,222-60.9% | $4,291-43.3% |
| Admin fee / account holder | $1,902 | $1,328+43.2% | $9,015-78.9% | $1,588+19.7% |