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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 | $32,236 | $62,166-48.1% | $81,286-60.3% | $74,429-56.7% |
| Participation rate | 22.2% | 64.1%-41.8pp | 69.5%-47.3pp | 67.2%-45.0pp |
| Annual return | 13.94% | 16.50%-2.6pp | 24.80%-10.9pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,463-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,827 | $3,223-43.3% | $3,883-53.0% | $4,348-58.0% |
| Admin fee / account holder | $3,381 | $1,925+75.7% | $5,764-41.3% | $1,944+73.9% |