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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 | $44,537 | $51,642-13.8% | $129,384-65.6% | $80,935-45.0% |
| Participation rate | 35.1% | 56.9%-21.8pp | 69.6%-34.5pp | 67.7%-32.5pp |
| Annual return | 11.18% | 20.78%-9.6pp | 9461.77%-9450.6pp | 35.66%-24.5pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,487 | $2,670-6.8% | $4,166-40.3% | $4,299-42.2% |
| Admin fee / account holder | $8,368 | $4,312+94.1% | $7,686+8.9% | $6,924+20.9% |