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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 | $39,423 | $98,240-59.9% | $82,312-52.1% | $147,586-73.3% |
| Participation rate | 59.1% | 79.7%-20.6pp | 76.9%-17.8pp | 82.8%-23.7pp |
| Annual return | 25.06% | 30.85%-5.8pp | 25.88%-0.8pp | 578.59%-553.5pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,711 | $4,383-61.0% | $3,706-53.8% | $5,439-68.5% |
| Admin fee / account holder | $1,404 | $8,563-83.6% | $5,608-75.0% | $10,886-87.1% |