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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 | $37,670 | $48,364-22.1% | $71,796-47.5% | $62,881-40.1% |
| Participation rate | 25.0% | 60.6%-35.6pp | 69.1%-44.1pp | 69.3%-44.3pp |
| Annual return | 17.03% | 13.16%+3.9pp | 78.04%-61.0pp | 20.14%-3.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,475 | $2,091-29.5% | $2,794-47.2% | $3,203-54.0% |
| Admin fee / account holder | $2,696 | $3,771-28.5% | $4,815-44.0% | $4,296-37.2% |