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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 | $32,674 | $62,672-47.9% | $185,117-82.3% | $70,126-53.4% |
| Participation rate | 37.9% | 63.8%-25.9pp | 77.3%-39.4pp | 69.5%-31.6pp |
| Annual return | 17.24% | 40.79%-23.6pp | 40.50%-23.3pp | 73.15%-55.9pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,251 | $3,272-31.2% | $5,045-55.4% | $3,332-32.4% |
| Admin fee / account holder | $567 | $3,932-85.6% | $8,159-93.1% | $4,645-87.8% |