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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 | $27,378 | $73,532-62.8% | $178,540-84.7% | $74,459-63.2% |
| Participation rate | 37.2% | 66.6%-29.4pp | 77.1%-39.9pp | 67.2%-30.0pp |
| Annual return | 11.48% | 17.51%-6.0pp | 27.15%-15.7pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,953-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,238 | $4,519-50.5% | $6,281-64.4% | $4,350-48.5% |
| Admin fee / account holder | $2,764 | $1,813+52.5% | $10,424-73.5% | $1,945+42.1% |