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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 | $27,779 | $50,554-45.0% | $67,681-59.0% | $87,485-68.2% |
| Participation rate | 32.4% | 67.7%-35.4pp | 73.7%-41.4pp | 68.9%-36.6pp |
| Annual return | 15.32% | 17.81%-2.5pp | 590.58%-575.3pp | 26.06%-10.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,469 | $2,961-50.4% | $3,976-63.0% | $4,274-65.6% |
| Admin fee / account holder | $385 | $4,132-90.7% | $6,100-93.7% | $7,775-95.0% |