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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 | $32,584 | $75,183-56.7% | $123,894-73.7% | $55,167-40.9% |
| Participation rate | 39.6% | 72.8%-33.2pp | 81.4%-41.8pp | 69.0%-29.4pp |
| Annual return | 14.07% | 19.01%-4.9pp | 47.52%-33.4pp | 169.23%-155.2pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,222 | $5,084-36.6% | $5,984-46.2% | $3,054+5.5% |
| Admin fee / account holder | $8,483 | $663+1180.5% | $8,357+1.5% | $504+1583.6% |