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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 | $36,506 | $83,369-56.2% | $105,223-65.3% | $67,986-46.3% |
| Participation rate | 27.1% | 56.3%-29.2pp | 75.0%-48.0pp | 57.2%-30.2pp |
| Annual return | 19.10% | 24.64%-5.5pp | 180.65%-161.6pp | 31.67%-12.6pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,428 | $3,295-26.3% | $5,072-52.1% | $3,358-27.7% |
| Admin fee / account holder | $2,878 | $4,073-29.3% | $8,859-67.5% | $3,203-10.1% |