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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 | $29,123 | $65,034-55.2% | $90,970-68.0% | $79,856-63.5% |
| Participation rate | 42.3% | 61.6%-19.4pp | 69.0%-26.8pp | 69.6%-27.4pp |
| Annual return | 18.03% | 30.45%-12.4pp | 134.60%-116.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,194 | $2,512-52.5% | $3,373-64.6% | $3,741-68.1% |
| Admin fee / account holder | $2,352 | $4,536-48.1% | $5,961-60.5% | $5,306-55.7% |