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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 | $32,125 | $70,418-54.4% | $96,570-66.7% | $85,847-62.6% |
| Participation rate | 27.9% | 61.8%-33.9pp | 69.8%-42.0pp | 69.3%-41.5pp |
| Annual return | 14.50% | 18.59%-4.1pp | 37.79%-23.3pp | 318.61%-304.1pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,868 | $2,894-35.4% | $3,849-51.5% | $3,952-52.7% |
| Admin fee / account holder | $1,830 | $4,995-63.4% | $6,182-70.4% | $6,261-70.8% |