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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 | $31,693 | $98,766-67.9% | $149,730-78.8% | $79,852-60.3% |
| Participation rate | 41.8% | 75.8%-34.0pp | 82.5%-40.7pp | 69.6%-27.9pp |
| Annual return | 15.31% | 27.43%-12.1pp | 276.70%-261.4pp | 31.72%-16.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,114 | $5,681-45.2% | $6,843-54.5% | $3,740-16.7% |
| Admin fee / account holder | $1,472 | $6,052-75.7% | $9,310-84.2% | $5,306-72.3% |