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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 | $73,138 | $48,327+51.3% | $67,575+8.2% | $80,935-9.6% |
| Participation rate | 32.4% | 66.4%-34.1pp | 72.9%-40.6pp | 67.7%-35.3pp |
| Annual return | 13.93% | 18.31%-4.4pp | 3528.98%-3515.0pp | 35.66%-21.7pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,130 | $2,927-27.2% | $4,003-46.8% | $4,299-50.5% |
| Admin fee / account holder | $2,838 | $3,692-23.1% | $3,993-28.9% | $6,924-59.0% |