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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 | $21,758 | $48,337-55.0% | $67,560-67.8% | $80,959-73.1% |
| Participation rate | 58.5% | 66.4%-7.9pp | 72.9%-14.4pp | 67.7%-9.2pp |
| Annual return | 13.32% | 18.26%-4.9pp | 3533.50%-3520.2pp | 35.67%-22.3pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,227 | $2,928+44.3% | $4,004+5.6% | $4,300-1.7% |
| Admin fee / account holder | $1,709 | $3,695-53.8% | $3,994-57.2% | $6,925-75.3% |