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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 | $33,485 | $43,496-23.0% | $161,489-79.3% | $64,340-48.0% |
| Participation rate | 36.0% | 53.5%-17.5pp | 78.7%-42.7pp | 55.2%-19.2pp |
| Annual return | 15.28% | 20.76%-5.5pp | 89.72%-74.4pp | 24.14%-8.9pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,373 | $1,996-31.2% | $5,630-75.6% | $2,980-53.9% |
| Admin fee / account holder | $1,551 | $2,330-33.5% | $16,006-90.3% | $3,703-58.1% |