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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 | $28,912 | $48,364-40.2% | $71,796-59.7% | $62,881-54.0% |
| Participation rate | 51.7% | 60.6%-8.9pp | 69.1%-17.4pp | 69.3%-17.6pp |
| Annual return | 8.40% | 13.16%-4.8pp | 78.04%-69.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,214 | $2,091+5.9% | $2,794-20.8% | $3,203-30.9% |
| Admin fee / account holder | $4,518 | $3,771+19.8% | $4,815-6.2% | $4,296+5.2% |