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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 | $33,715 | $61,391-45.1% | $149,723-77.5% | $71,529-52.9% |
| Participation rate | 24.8% | 62.5%-37.7pp | 78.8%-53.9pp | 67.9%-43.1pp |
| Annual return | 17.73% | 35.88%-18.1pp | 134.50%-116.8pp | 28.97%-11.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,169 | $2,921-60.0% | $5,682-79.4% | $4,291-72.8% |
| Admin fee / account holder | $1,597 | $1,264+26.4% | $13,215-87.9% | $1,588+0.6% |