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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 | $37,749 | $98,766-61.8% | $149,730-74.8% | $79,852-52.7% |
| Participation rate | 30.3% | 75.8%-45.5pp | 82.5%-52.2pp | 69.6%-39.3pp |
| Annual return | 25.94% | 27.43%-1.5pp | 276.70%-250.8pp | 31.72%-5.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,177 | $5,681-26.5% | $6,843-39.0% | $3,740+11.7% |
| Admin fee / account holder | $675 | $6,052-88.8% | $9,310-92.7% | $5,306-87.3% |