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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 | $29,023 | $78,690-63.1% | $161,489-82.0% | $87,485-66.8% |
| Participation rate | 15.2% | 67.5%-52.2pp | 78.7%-63.5pp | 68.9%-53.7pp |
| Annual return | 19.08% | 32.74%-13.7pp | 89.72%-70.6pp | 26.06%-7.0pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,302 | $3,311-60.7% | $5,630-76.9% | $4,274-69.5% |
| Admin fee / account holder | $3,225 | $6,724-52.0% | $16,006-79.9% | $7,775-58.5% |