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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 | $36,654 | $48,337-24.2% | $67,560-45.7% | $80,959-54.7% |
| Participation rate | 65.8% | 66.4%-0.6pp | 72.9%-7.1pp | 67.7%-1.9pp |
| Annual return | 15.44% | 18.26%-2.8pp | 3533.50%-3518.1pp | 35.67%-20.2pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,455 | $2,928-50.3% | $4,004-63.7% | $4,300-66.2% |
| Admin fee / account holder | $2,644 | $3,695-28.5% | $3,994-33.8% | $6,925-61.8% |