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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 | $57,951 | $51,631+12.2% | $129,397-55.2% | $80,925-28.4% |
| Participation rate | 42.9% | 56.9%-14.1pp | 69.6%-26.8pp | 67.7%-24.8pp |
| Annual return | 11.75% | 20.77%-9.0pp | 9453.98%-9442.2pp | 35.65%-23.9pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,290 | $2,670-14.2% | $4,167-45.0% | $4,299-46.7% |
| Admin fee / account holder | $871 | $4,309-79.8% | $7,679-88.7% | $6,940-87.5% |