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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 | $42,469 | $85,766-50.5% | $136,297-68.8% | $70,131-39.4% |
| Participation rate | 40.0% | 74.2%-34.2pp | 81.9%-41.9pp | 69.5%-29.5pp |
| Annual return | 14.53% | 31.45%-16.9pp | 5156.16%-5141.6pp | 73.14%-58.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,693 | $5,051+12.7% | $6,247-8.9% | $3,332+70.9% |
| Admin fee / account holder | $4,594 | $5,420-15.2% | $9,244-50.3% | $4,645-1.1% |