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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 | $32,874 | $78,690-58.2% | $161,489-79.6% | $87,485-62.4% |
| Participation rate | 28.0% | 67.5%-39.5pp | 78.7%-50.7pp | 68.9%-40.9pp |
| Annual return | 13.92% | 32.74%-18.8pp | 89.72%-75.8pp | 26.06%-12.1pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,125 | $3,311-66.0% | $5,630-80.0% | $4,274-73.7% |
| Admin fee / account holder | $1,590 | $6,724-76.3% | $16,006-90.1% | $7,775-79.5% |