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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 | $32,793 | $51,736-36.6% | $120,225-72.7% | $67,986-51.8% |
| Participation rate | 22.3% | 46.1%-23.8pp | 69.6%-47.3pp | 57.2%-34.9pp |
| Annual return | 13.63% | 31.98%-18.3pp | 439.23%-425.6pp | 31.67%-18.0pp |
| Employer contribution / active EE | $0 | $1,071-100.0% | $3,475-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $759 | $2,206-65.6% | $3,999-81.0% | $3,358-77.4% |
| Admin fee / account holder | $2,765 | $4,159-33.5% | $5,696-51.5% | $3,203-13.7% |