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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 | $39,288 | $75,058-47.7% | $152,301-74.2% | $64,340-38.9% |
| Participation rate | 31.1% | 60.9%-29.8pp | 82.4%-51.3pp | 55.2%-24.1pp |
| Annual return | 14.91% | 29.93%-15.0pp | 80.50%-65.6pp | 24.14%-9.2pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,631 | $5,041-28.0% | $8,004-54.6% | $2,980+21.8% |
| Admin fee / account holder | $4,971 | $4,050+22.7% | $14,398-65.5% | $3,703+34.3% |