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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 | $40,891 | $77,164-47.0% | $178,014-77.0% | $80,874-49.4% |
| Participation rate | 58.6% | 65.7%-7.1pp | 77.1%-18.5pp | 67.6%-9.0pp |
| Annual return | 15.14% | 18.09%-3.0pp | 294.80%-279.7pp | 35.62%-20.5pp |
| Employer contribution / active EE | $0 | $2,288-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,202 | $4,408-27.3% | $6,276-49.0% | $4,297-25.5% |
| Admin fee / account holder | $771 | $7,164-89.2% | $10,362-92.6% | $6,935-88.9% |