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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 | $35,747 | $77,908-54.1% | $149,696-76.1% | $75,173-52.4% |
| Participation rate | 6.0% | 65.6%-59.6pp | 78.8%-72.8pp | 67.2%-61.2pp |
| Annual return | 22.12% | 31.73%-9.6pp | 134.46%-112.3pp | 160.72%-138.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $895 | $3,411-73.8% | $5,682-84.2% | $4,126-78.3% |
| Admin fee / account holder | $318 | $5,950-94.7% | $13,212-97.6% | $5,651-94.4% |