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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 | $80,332-61.9% | $107,187-71.4% | $64,097-52.2% |
| Participation rate | 22.5% | 54.4%-31.9pp | 75.0%-52.5pp | 55.2%-32.7pp |
| Annual return | 14.32% | 24.26%-9.9pp | 204.55%-190.2pp | 34.64%-20.3pp |
| Employer contribution / active EE | $0 | $2,501-100.0% | $3,782-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,550 | $3,109-50.2% | $5,096-69.6% | $3,080-49.7% |
| Admin fee / account holder | $3,053 | $4,314-29.2% | $9,162-66.7% | $3,454-11.6% |