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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 | $34,715 | $47,479-26.9% | $62,929-44.8% | $82,448-57.9% |
| Participation rate | 68.6% | 66.9%+1.7pp | 73.1%-4.5pp | 68.1%+0.5pp |
| Annual return | 14.32% | 20.34%-6.0pp | 1063.93%-1049.6pp | 41.64%-27.3pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,582 | $2,870+199.0% | $3,888+120.7% | $4,139+107.3% |
| Admin fee / account holder | $8,424 | $3,804+121.5% | $5,065+66.3% | $7,234+16.4% |