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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 | $38,549 | $48,337-20.2% | $67,560-42.9% | $80,959-52.4% |
| Participation rate | 52.4% | 66.4%-14.1pp | 72.9%-20.6pp | 67.7%-15.3pp |
| Annual return | 12.46% | 18.26%-5.8pp | 3533.50%-3521.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,241 | $2,928-23.5% | $4,004-44.0% | $4,300-47.9% |
| Admin fee / account holder | $5,238 | $3,695+41.7% | $3,994+31.1% | $6,925-24.4% |