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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 | $63,368 | $117,433-46.0% | $99,475-36.3% | $152,897-58.6% |
| Participation rate | 31.8% | 77.5%-45.7pp | 73.8%-42.0pp | 82.5%-50.6pp |
| Annual return | 14.34% | 31.87%-17.5pp | 30.72%-16.4pp | 345.43%-331.1pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,731 | $4,086-57.6% | $3,619-52.2% | $5,851-70.4% |
| Admin fee / account holder | $10,751 | $7,634+40.8% | $6,252+72.0% | $11,599-7.3% |