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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 | $32,053 | $48,327-33.7% | $67,575-52.6% | $80,935-60.4% |
| Participation rate | 55.4% | 66.4%-11.0pp | 72.9%-17.5pp | 67.7%-12.2pp |
| Annual return | 16.09% | 18.31%-2.2pp | 3528.98%-3512.9pp | 35.66%-19.6pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,658 | $2,927+59.1% | $4,003+16.3% | $4,299+8.3% |
| Admin fee / account holder | $1,317 | $3,692-64.3% | $3,993-67.0% | $6,924-81.0% |