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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 | $43,173 | $31,105+38.8% | $53,647-19.5% | $64,097-32.6% |
| Participation rate | 8.4% | 30.7%-22.3pp | 56.3%-47.9pp | 55.2%-46.8pp |
| Annual return | 15.47% | 22.54%-7.1pp | 358.33%-342.9pp | 34.64%-19.2pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $549 | $896-38.7% | $1,813-69.7% | $3,080-82.2% |
| Admin fee / account holder | $2,831 | $2,195+29.0% | $2,460+15.1% | $3,454-18.0% |