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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 | $37,292 | $80,674-53.8% | $119,126-68.7% | $64,340-42.0% |
| Participation rate | 37.6% | 55.2%-17.6pp | 75.8%-38.1pp | 55.2%-17.6pp |
| Annual return | 12.15% | 26.86%-14.7pp | 282.11%-270.0pp | 24.14%-12.0pp |
| Employer contribution / active EE | $0 | $2,564-100.0% | $4,034-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,801 | $3,053-8.3% | $5,318-47.3% | $2,980-6.0% |
| Admin fee / account holder | $5,307 | $4,559+16.4% | $10,693-50.4% | $3,703+43.3% |