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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 | $58,564 | $113,338-48.3% | $94,993-38.3% | $147,586-60.3% |
| Participation rate | 36.4% | 78.0%-41.6pp | 73.9%-37.5pp | 82.8%-46.5pp |
| Annual return | 26.26% | 20.80%+5.5pp | 27.14%-0.9pp | 578.59%-552.3pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $784 | $3,777-79.2% | $3,317-76.4% | $5,439-85.6% |
| Admin fee / account holder | $802 | $6,063-86.8% | $4,960-83.8% | $10,886-92.6% |