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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 | $63,245 | $45,119+40.2% | $85,126-25.7% | $74,429-15.0% |
| Participation rate | 22.0% | 49.4%-27.4pp | 67.5%-45.6pp | 67.2%-45.3pp |
| Annual return | 13.45% | 26.28%-12.8pp | 66.63%-53.2pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $916 | $2,738-66.6% | $4,523-79.8% | $4,348-78.9% |
| Admin fee / account holder | $3,295 | $2,214+48.8% | $6,160-46.5% | $1,944+69.5% |