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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 | $32,986 | $84,236-60.8% | $170,435-80.6% | $70,126-53.0% |
| Participation rate | 48.6% | 70.8%-22.3pp | 83.6%-35.0pp | 69.5%-21.0pp |
| Annual return | 23.75% | 23.06%+0.7pp | 205.94%-182.2pp | 73.15%-49.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,327 | $3,086-24.6% | $4,939-52.9% | $3,332-30.2% |
| Admin fee / account holder | $564 | $5,698-90.1% | $13,881-95.9% | $4,645-87.9% |