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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 | $31,596 | $91,167-65.3% | $178,498-82.3% | $79,858-60.4% |
| Participation rate | 38.5% | 69.2%-30.7pp | 81.9%-43.5pp | 69.6%-31.2pp |
| Annual return | 14.54% | 24.19%-9.7pp | 151.09%-136.6pp | 31.72%-17.2pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,463 | $3,236-54.8% | $5,202-71.9% | $3,740-60.9% |
| Admin fee / account holder | $1,313 | $6,747-80.5% | $13,985-90.6% | $5,306-75.2% |