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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 | $62,177-48.2% | $81,370-60.4% | $74,478-56.7% |
| Participation rate | 22.2% | 64.1%-41.8pp | 69.5%-47.3pp | 67.2%-45.0pp |
| Annual return | 13.94% | 16.62%-2.7pp | 24.85%-10.9pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,464-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,827 | $3,219-43.2% | $3,885-53.0% | $4,350-58.0% |
| Admin fee / account holder | $3,381 | $1,927+75.5% | $5,749-41.2% | $1,946+73.8% |