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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 | $37,419 | $78,428-52.3% | $95,960-61.0% | $79,852-53.1% |
| Participation rate | 28.6% | 73.5%-44.9pp | 77.1%-48.5pp | 69.6%-41.1pp |
| Annual return | 16.27% | 19.37%-3.1pp | 91.63%-75.4pp | 31.72%-15.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,219 | $3,440-35.5% | $4,167-46.7% | $3,740-40.7% |
| Admin fee / account holder | $2,466 | $5,622-56.1% | $6,797-63.7% | $5,306-53.5% |