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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 | $85,001 | $78,423+8.4% | $95,964-11.4% | $79,856+6.4% |
| Participation rate | 29.6% | 73.5%-43.9pp | 77.1%-47.5pp | 69.6%-40.0pp |
| Annual return | 17.64% | 19.37%-1.7pp | 91.64%-74.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,345 | $3,440-31.8% | $4,167-43.7% | $3,741-37.3% |
| Admin fee / account holder | $860 | $5,622-84.7% | $6,797-87.3% | $5,306-83.8% |