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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 | $54,736 | $47,479+15.3% | $62,929-13.0% | $82,448-33.6% |
| Participation rate | 25.8% | 66.9%-41.1pp | 73.1%-47.3pp | 68.1%-42.3pp |
| Annual return | 11.94% | 20.34%-8.4pp | 1063.93%-1052.0pp | 41.64%-29.7pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,148 | $2,870-60.0% | $3,888-70.5% | $4,139-72.3% |
| Admin fee / account holder | $1,665 | $3,804-56.2% | $5,065-67.1% | $7,234-77.0% |