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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 | $45,043+40.4% | $85,063-25.6% | $74,400-15.0% |
| Participation rate | 22.0% | 49.4%-27.4pp | 67.5%-45.5pp | 67.2%-45.2pp |
| Annual return | 13.45% | 26.26%-12.8pp | 66.54%-53.1pp | 1367.51%-1354.1pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,727-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $916 | $2,733-66.5% | $4,523-79.8% | $4,348-78.9% |
| Admin fee / account holder | $3,295 | $2,210+49.1% | $6,155-46.5% | $1,944+69.6% |