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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 | $28,486 | $47,479-40.0% | $62,929-54.7% | $82,448-65.4% |
| Participation rate | 62.0% | 66.9%-4.9pp | 73.1%-11.1pp | 68.1%-6.1pp |
| Annual return | 20.71% | 20.34%+0.4pp | 1063.93%-1043.2pp | 41.64%-20.9pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,338 | $2,870+86.0% | $3,888+37.3% | $4,139+29.0% |
| Admin fee / account holder | $1,091 | $3,804-71.3% | $5,065-78.5% | $7,234-84.9% |