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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 | $52,581 | $55,902-5.9% | $76,030-30.8% | $80,959-35.1% |
| Participation rate | 34.3% | 62.1%-27.7pp | 69.1%-34.7pp | 67.7%-33.3pp |
| Annual return | 13.38% | 20.59%-7.2pp | 361.54%-348.2pp | 35.67%-22.3pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,384 | $3,051-54.6% | $4,257-67.5% | $4,300-67.8% |
| Admin fee / account holder | $1,948 | $5,239-62.8% | $6,421-69.7% | $6,925-71.9% |