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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 | $46,536 | $78,694-40.9% | $67,653-31.2% | $125,388-62.9% |
| Participation rate | 41.7% | 78.8%-37.1pp | 75.7%-34.0pp | 83.2%-41.5pp |
| Annual return | 5.34% | 9.46%-4.1pp | 6625.22%-6619.9pp | 282.24%-276.9pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,568 | $4,292-63.5% | $3,560-55.9% | $5,352-70.7% |
| Admin fee / account holder | $2,887 | $7,403-61.0% | $4,821-40.1% | $9,541-69.7% |