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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 | $32,742 | $45,343-27.8% | $150,298-78.2% | $67,986-51.8% |
| Participation rate | 18.6% | 51.9%-33.3pp | 77.8%-59.2pp | 57.2%-38.6pp |
| Annual return | 13.64% | 33.28%-19.6pp | 62.79%-49.1pp | 31.67%-18.0pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,222 | $2,055-40.5% | $5,453-77.6% | $3,358-63.6% |
| Admin fee / account holder | $1,141 | $2,250-49.3% | $14,116-91.9% | $3,203-64.4% |