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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 | $30,613 | $83,369-63.3% | $105,223-70.9% | $67,986-55.0% |
| Participation rate | 22.5% | 56.3%-33.8pp | 75.0%-52.5pp | 57.2%-34.7pp |
| Annual return | 14.32% | 24.64%-10.3pp | 180.65%-166.3pp | 31.67%-17.3pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,550 | $3,295-53.0% | $5,072-69.4% | $3,358-53.8% |
| Admin fee / account holder | $3,053 | $4,073-25.0% | $8,859-65.5% | $3,203-4.7% |