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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 | $37,355 | $63,861-41.5% | $104,614-64.3% | $79,858-53.2% |
| Participation rate | 45.2% | 64.9%-19.7pp | 74.1%-28.8pp | 69.6%-24.4pp |
| Annual return | 17.81% | 21.30%-3.5pp | 340.56%-322.8pp | 31.72%-13.9pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,225 | $2,693+19.8% | $3,739-13.7% | $3,740-13.8% |
| Admin fee / account holder | $744 | $4,185-82.2% | $6,464-88.5% | $5,306-86.0% |