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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 | $34,204 | $78,428-56.4% | $95,960-64.4% | $79,852-57.2% |
| Participation rate | 54.5% | 73.5%-18.9pp | 77.1%-22.5pp | 69.6%-15.1pp |
| Annual return | 13.23% | 19.37%-6.1pp | 91.63%-78.4pp | 31.72%-18.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,016 | $3,440-41.4% | $4,167-51.6% | $3,740-46.1% |
| Admin fee / account holder | $3,664 | $5,622-34.8% | $6,797-46.1% | $5,306-30.9% |